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Bedel Financial Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bedel Financial Consulting’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 		$4.94M Buy
44,786
+1,891
+4% +$199K 0.46% 32
2026
Q1 		$4.17M Buy
42,895
+2,685
+7% +$268K 0.47% 32
2025
Q4 		$3.87M Buy
40,210
+3,517
+10% +$338K 0.42% 33
2025
Q3 		$3.54M Buy
36,693
+1,484
+4% +$141K 0.45% 32
2025
Q2 		$3.24M Buy
35,209
+575
+2% +$49.7K 0.44% 30
2025
Q1 		$2.94M Sell
34,634
-2,131
-6% -$190K 0.42% 28
2024
Q4 		$3.4M Buy
36,765
+7,614
+26% +$691K 0.47% 26
2024
Q3 		$2.57M Buy
29,151
+386
+1% +$32.5K 0.36% 32
2024
Q2 		$2.33M Buy
28,765
+776
+3% +$63.2K 0.34% 32
2024
Q1 		$2.35M Buy
27,989
+7,007
+33% +$555K 0.37% 29
2023
Q4 		$1.63M Buy
20,982
+3,464
+20% +$246K 0.3% 41
2023
Q3 		$1.21M Buy
17,518
+2,089
+14% +$152K 0.25% 56
2023
Q2 		$1.13M Sell
15,429
-3,774
-20% -$263K 0.24% 61
2023
Q1 		$1.34M Buy
19,203
+4,518
+31% +$319K 0.33% 44
2022
Q4 		$990K Buy
14,685
+888
+6% +$59.9K 0.25% 58
2022
Q3 		$923K Buy
13,797
+4,789
+53% +$329K 0.24% 58
2022
Q2 		$582K Buy
9,008
+2,170
+32% +$154K 0.17% 83
2022
Q1 		$534K Hold
6,838
– – 0.17% 83
2021
Q4 		$568K Hold
6,838
– – 0.18% 81
2021
Q3 		$535K Hold
6,838
– – 0.18% 81
2021
Q2 		$542K Sell
6,838
-103
-1% -$7.99K 0.19% 82
2021
Q1 		$513K Hold
6,941
– – 0.2% 82
2020
Q4 		$476K Hold
6,941
– – 0.21% 74
2020
Q3 		$398K Hold
6,941
– – 0.2% 75
2020
Q2 		$372K Sell
6,941
-105
-1% -$5.26K 0.2% 78
2020
Q1 		$304K Buy
7,046
+226
+3% +$12.4K 0.2% 78
2019
Q4 		$407K Hold
6,820
– – 0.23% 79
2019
Q3 		$382K Hold
6,820
– – 0.23% 83
2019
Q2 		$381K Hold
6,820
– – 0.23% 84
2019
Q1 		$368K Hold
6,820
– – 0.23% 80
2018
Q4 		$317K Buy
6,820
+360
+6% +$18.2K 0.23% 81
2018
Q3 		$339K Hold
6,460
– – 0.23% 87
2018
Q2 		$343K Hold
6,460
– – 0.25% 82
2018
Q1 		$333K Hold
6,460
– – 0.25% 81
2017
Q4 		$336K Buy
+6,460
New +$328K 0.3% 77

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Bedel Financial Consulting's IWR Position: Q2 2026 in Review

Bedel Financial Consulting increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.4% in Q2 2026, buying an estimated $199K and bringing the position to 44,786 shares worth $4.94M. The position accounts for 0.46% of the portfolio, ranked #32.

Bedel Financial Consulting first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bedel Financial Consulting held 44,786 shares of iShares Russell Mid-Cap ETF worth $4.94M as of Q2 2026.
  • Bedel Financial Consulting bought 1,891 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $199K.
  • iShares Russell Mid-Cap ETF made up 0.46% of Bedel Financial Consulting's portfolio in Q2 2026, its #32 holding.
  • Bedel Financial Consulting first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.