Broadview Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Broadview Financial Management’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	$453K	Buy	4,660 +12	+0.3%	+$1.2K	0.31%	34
2025 Q4	$447K	Buy	4,648 +19	+0.4%	+$1.83K	0.3%	34
2025 Q3	$447K	Sell	4,629 -43	-0.9%	-$4.08K	0.3%	34
2025 Q2	$430K	Sell	4,672 -45	-1%	-$3.89K	0.29%	35
2025 Q1	$401K	Sell	4,717 -36	-0.8%	-$3.21K	0.3%	34
2024 Q4	$420K	Sell	4,753 -62	-1%	-$5.63K	0.3%	35
2024 Q3	$424K	Sell	4,815 -30	-0.6%	-$2.53K	0.29%	35
2024 Q2	$393K	Buy	4,845 +13	+0.3%	+$1.06K	0.29%	35
2024 Q1	$406K	Sell	4,832 -62	-1%	-$4.91K	0.3%	35
2023 Q4	$380K	Sell	4,894 -354	-7%	-$25.1K	0.29%	35
2023 Q3	$363K	Sell	5,248 -50	-0.9%	-$3.65K	0.34%	32
2023 Q2	$387K	Sell	5,298 -2,636	-33%	-$183K	0.33%	34
2023 Q1	$555K	Buy	7,934 +29	+0.4%	+$2.05K	0.48%	30
2022 Q4	$533K	Buy	7,905 +57	+0.7%	+$3.84K	0.48%	33
2022 Q3	$488K	Buy	7,848 +21	+0.3%	+$1.44K	0.49%	31
2022 Q2	$506K	Buy	7,827 +25	+0.3%	+$1.78K	0.47%	32
2022 Q1	$609K	Buy	7,802 +22	+0.3%	+$1.69K	0.45%	36
2021 Q4	$646K	Buy	7,780 +37	+0.5%	+$3.04K	0.46%	35
2021 Q3	$606K	Sell	7,743 -112	-1%	-$8.97K	0.47%	32
2021 Q2	$622K	Buy	7,855 +24	+0.3%	+$1.86K	0.47%	34
2021 Q1	$579K	Sell	7,831 -721	-8%	-$52.1K	0.45%	34
2020 Q4	$586K	Buy	8,552 +4	+0%	+$255	0.45%	35
2020 Q3	$490K	Sell	8,548 -4,411	-34%	-$251K	0.41%	34
2020 Q2	$695K	Buy	12,959 +432	+3%	+$21.7K	0.56%	32
2020 Q1	$541K	Buy	12,527 +60	+0.5%	+$3.3K	0.48%	32
2019 Q4	$743K	Buy	12,467 +66	+0.5%	+$3.79K	0.52%	32
2019 Q3	$694K	Buy	12,401 +36	+0.3%	+$2.01K	0.52%	32
2019 Q2	$691K	Buy	12,365 +43	+0.3%	+$2.36K	0.52%	32
2019 Q1	$665K	Buy	12,322 +808	+7%	+$41.9K	0.52%	32
2018 Q4	$535K	Buy	+11,514	New	+$581K	0.48%	34

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

Broadview Financial Management's IWR Position: Q1 2026 in Review

Broadview Financial Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.26% in Q1 2026, buying an estimated $1.2K and bringing the position to 4,660 shares worth $453K. The position accounts for 0.31% of the portfolio, ranked #34.

Broadview Financial Management first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. The position peaked at $743K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Broadview Financial Management held 4,660 shares of iShares Russell Mid-Cap ETF worth $453K as of Q1 2026.
Broadview Financial Management bought 12 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.2K.
iShares Russell Mid-Cap ETF made up 0.31% of Broadview Financial Management's portfolio in Q1 2026, its #34 holding.
Broadview Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Broadview Financial Management's iShares Russell Mid-Cap ETF position peaked at $743K in Q4 2019.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.