Ausdal Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Ausdal Financial Partners’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 Q1	$1.79M	Buy	18,390 +1,532	+9%	+$153K	0.08%	246
2025 Q4	$1.62M	Buy	16,858 +374	+2%	+$36K	0.08%	263
2025 Q3	$1.59M	Buy	16,484 +7,744	+89%	+$734K	0.08%	256
2025 Q2	$804K	Buy	8,740 +66	+0.8%	+$5.7K	0.05%	306
2025 Q1	$738K	Buy	8,674 +605	+7%	+$54K	0.06%	290
2024 Q4	$713K	Buy	8,069 +4,994	+162%	+$453K	0.06%	266
2024 Q3	$271K	Buy	+3,075	New	+$259K	0.03%	428
2016 Q1	–	Sell	-2,780	Closed	-$111K	–	627
2015 Q4	$111K	Buy	+2,780	New	+$113K	0.06%	293

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ausdal Financial Partners's IWR Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.1% in Q1 2026, buying an estimated $153K and bringing the position to 18,390 shares worth $1.79M. The position accounts for 0.08% of the portfolio, ranked #246.

Ausdal Financial Partners first reported a position in IWR in Q4 2015 and has held it in 8 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Ausdal Financial Partners held 18,390 shares of iShares Russell Mid-Cap ETF worth $1.79M as of Q1 2026.
Ausdal Financial Partners bought 1,532 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $153K.
iShares Russell Mid-Cap ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q1 2026, its #246 holding.
Ausdal Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 8 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.