AmeriFlex Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

AmeriFlex Group’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	$42K	Buy	381 +56	+17%	+$5.89K	0.02%	542
2026 Q1	$31.6K	Hold	325	–	–	0.02%	519
2025 Q4	$31.3K	Sell	325 -325	-50%	-$31.2K	0.02%	516
2025 Q3	$62.8K	Sell	650 -713	-52%	-$67.6K	0.02%	425
2025 Q2	$125K	Sell	1,363 -858	-39%	-$74.1K	0.07%	232
2025 Q1	$189K	Sell	2,221 -508	-19%	-$45.3K	0.08%	237
2024 Q4	$251K	Buy	+2,729	New	+$248K	0.12%	164

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AmeriFlex Group's IWR Position: Q2 2026 in Review

AmeriFlex Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 17% in Q2 2026, buying an estimated $5.89K and bringing the position to 381 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #542.

AmeriFlex Group first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $251K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

AmeriFlex Group held 381 shares of iShares Russell Mid-Cap ETF worth $42K as of Q2 2026.
AmeriFlex Group bought 56 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.89K.
iShares Russell Mid-Cap ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #542 holding.
AmeriFlex Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares Russell Mid-Cap ETF position peaked at $251K in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.