BG Investment Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BG Investment Services’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	$2.11M	Sell	19,094 -682	-3%	-$71.7K	1.52%	17
2026 Q1	$1.92M	Sell	19,776 -1,781	-8%	-$178K	1.6%	16
2025 Q4	$2.08M	Sell	21,557 -1,285	-6%	-$124K	1.85%	15
2025 Q3	$2.21M	Sell	22,842 -794	-3%	-$75.3K	2.18%	12
2025 Q2	$2.2M	Sell	23,636 -12,413	-34%	-$1.07M	2.75%	10
2025 Q1	$3.07M	Sell	36,049 -9,374	-21%	-$836K	3.3%	7
2024 Q4	$4.02M	Buy	+45,423	New	+$4.12M	4.04%	9
2022 Q4	$4.77M	Buy	70,686 +2,625	+4%	+$177K	5.21%	6
2022 Q3	$4.23M	Sell	68,061 -1,800	-3%	-$124K	5.14%	7
2022 Q2	$4.52M	Buy	69,861 +1,875	+3%	+$133K	4.98%	7
2022 Q1	$5.31M	Sell	67,986 -21,678	-24%	-$1.67M	5.19%	7
2021 Q4	$7.44M	Buy	+89,664	New	+$7.36M	6.71%	5

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

BG Investment Services's IWR Position: Q2 2026 in Review

BG Investment Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.4% in Q2 2026, selling an estimated $71.7K and leaving 19,094 shares worth $2.11M. The position accounts for 1.52% of the portfolio, ranked #17.

BG Investment Services first reported a position in IWR in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.44M in Q4 2021. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

BG Investment Services held 19,094 shares of iShares Russell Mid-Cap ETF worth $2.11M as of Q2 2026.
BG Investment Services sold 682 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $71.7K.
iShares Russell Mid-Cap ETF made up 1.52% of BG Investment Services's portfolio in Q2 2026, its #17 holding.
BG Investment Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
BG Investment Services's iShares Russell Mid-Cap ETF position peaked at $7.44M in Q4 2021.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on BG Investment Services's 13F filing for Q2 2026, filed 5 Aug 2026.