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 Q2	$508K	Sell	4,603 -57	-1%	-$6K	0.31%	34
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 $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

Broadview Financial Management's IWR Position: Q2 2026 in Review

Broadview Financial Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2026, selling an estimated $6K and leaving 4,603 shares worth $508K. 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 31 quarters since. The position peaked at $743K in Q4 2019. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Broadview Financial Management held 4,603 shares of iShares Russell Mid-Cap ETF worth $508K as of Q2 2026.
Broadview Financial Management sold 57 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6K.
iShares Russell Mid-Cap ETF made up 0.31% of Broadview Financial Management's portfolio in Q2 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 31 quarters since.
Broadview Financial Management's iShares Russell Mid-Cap ETF position peaked at $743K in Q4 2019.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.