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

Bouchey Financial 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 		$469K Hold
4,249
– – 0.03% 108
2026
Q1 		$430K Sell
4,249
-2
-0% -$200 0.03% 103
2025
Q4 		$409K Sell
4,251
-48
-1% -$4.62K 0.03% 98
2025
Q3 		$415K Buy
4,299
+80
+2% +$7.58K 0.03% 92
2025
Q2 		$388K Hold
4,219
– – 0.03% 92
2025
Q1 		$359K Sell
4,219
-84
-2% -$7.49K 0.03% 89
2024
Q4 		$380K Buy
4,303
+73
+2% +$6.63K 0.03% 92
2024
Q3 		$373K Hold
4,230
– – 0.03% 106
2024
Q2 		$342K Buy
4,230
+1
+0% +$81 0.03% 105
2024
Q1 		$356K Hold
4,229
– – 0.04% 98
2023
Q4 		$329K Hold
4,229
– – 0.04% 99
2023
Q3 		$293K Hold
4,229
– – 0.04% 96
2023
Q2 		$309K Buy
4,229
+194
+5% +$13.5K 0.04% 84
2023
Q1 		$282K Hold
4,035
– – 0.04% 81
2022
Q4 		$272K Hold
4,035
– – 0.04% 75
2022
Q3 		$251K Hold
4,035
– – 0.04% 77
2022
Q2 		$261K Hold
4,035
– – 0.04% 78
2022
Q1 		$315K Hold
4,035
– – 0.04% 75
2021
Q4 		$335K Hold
4,035
– – 0.05% 74
2021
Q3 		$316K Hold
4,035
– – 0.04% 71
2021
Q2 		$320K Sell
4,035
-298
-7% -$23.1K 0.05% 61
2021
Q1 		$320K Sell
4,333
-20
-0.5% -$1.45K 0.05% 60
2020
Q4 		$298K Buy
+4,353
New +$277K 0.05% 59
2018
Q3 		– Sell
-3,960
Closed -$210K – 77
2018
Q2 		$210K Hold
3,960
– – 0.06% 64
2018
Q1 		$204K Sell
3,960
-3,712
-48% -$196K 0.06% 65
2017
Q4 		$399K Sell
7,672
-116
-1% -$5.89K 0.12% 55
2017
Q3 		$384K Buy
7,788
+464
+6% +$22.4K 0.12% 50
2017
Q2 		$352K Sell
7,324
-320
-4% -$15.2K 0.11% 52
2017
Q1 		$358K Sell
7,644
-992
-11% -$46K 0.12% 50
2016
Q4 		$386K Buy
8,636
+8
+0.1% +$350 0.16% 41
2016
Q3 		$376K Hold
8,628
– – 0.15% 43
2016
Q2 		$363K Buy
8,628
+520
+6% +$21.5K 0.15% 44
2016
Q1 		$330K Sell
8,108
-180
-2% -$6.85K 0.14% 46
2015
Q4 		$332K Sell
8,288
-1,460
-15% -$59.5K 0.14% 47
2015
Q3 		$379K Sell
9,748
-2,120
-18% -$87.8K 0.18% 40
2015
Q2 		$505K Buy
11,868
+2,844
+32% +$124K 0.22% 41
2015
Q1 		$391K Sell
9,024
-176
-2% -$7.48K 0.18% 43
2014
Q4 		$384K Sell
9,200
-1,600
-15% -$65K 0.18% 44
2014
Q3 		$428K Sell
10,800
-2,744
-20% -$111K 0.22% 47
2014
Q2 		$550K Sell
13,544
-59,924
-82% -$2.34M 0.29% 45
2014
Q1 		$2.84M Sell
73,468
-3,024
-4% -$115K 1.73% 23
2013
Q4 		$2.9M Buy
+76,492
New +$2.76M 2.04% 19

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

Bouchey Financial Group's IWR Position: Q2 2026 in Review

Bouchey Financial Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,249 shares worth $469K. The position accounts for 0.03% of the portfolio, ranked #108.

Bouchey Financial Group first reported a position in IWR in Q4 2013 and has held it in 42 quarters since. The position peaked at $2.9M in Q4 2013. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bouchey Financial Group held 4,249 shares of iShares Russell Mid-Cap ETF worth $469K as of Q2 2026.
  • Bouchey Financial Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of Bouchey Financial Group's portfolio in Q2 2026, its #108 holding.
  • Bouchey Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 42 quarters since.
  • Bouchey Financial Group's iShares Russell Mid-Cap ETF position peaked at $2.9M in Q4 2013.
  • 812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bouchey Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.