American Financial & Tax Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

American Financial & Tax Strategies’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$397K	Hold	3,602	–	–	0.18%	79
2026 Q1	$350K	Hold	3,602	–	–	0.17%	81
2025 Q4	$347K	Hold	3,602	–	–	0.17%	83
2025 Q3	$348K	Sell	3,602 -51	-1%	-$4.83K	0.17%	80
2025 Q2	$336K	Sell	3,653 -133	-4%	-$11.5K	0.17%	78
2025 Q1	$322K	Sell	3,786 -49	-1%	-$4.37K	0.17%	76
2024 Q4	$339K	Sell	3,835 -18	-0.5%	-$1.63K	0.18%	75
2024 Q3	$340K	Sell	3,853 -727	-16%	-$61.3K	0.17%	78
2024 Q2	$371K	Sell	4,580 -451	-9%	-$36.7K	0.2%	74
2024 Q1	$423K	Sell	5,031 -104	-2%	-$8.24K	0.23%	72
2023 Q4	$399K	Buy	+5,135	New	+$365K	0.23%	73

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

American Financial & Tax Strategies's IWR Position: Q2 2026 in Review

American Financial & Tax Strategies held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,602 shares worth $397K. The position accounts for 0.18% of the portfolio, ranked #79.

American Financial & Tax Strategies first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $423K in Q1 2024. 1,215 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

American Financial & Tax Strategies held 3,602 shares of iShares Russell Mid-Cap ETF worth $397K as of Q2 2026.
American Financial & Tax Strategies left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.18% of American Financial & Tax Strategies's portfolio in Q2 2026, its #79 holding.
American Financial & Tax Strategies first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's iShares Russell Mid-Cap ETF position peaked at $423K in Q1 2024.
1,215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.