Burney Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Burney Company’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	$378K	Hold	3,426	–	–	0.01%	497
2026 Q1	$333K	Sell	3,426 -940	-22%	-$93.9K	0.01%	487
2025 Q4	$420K	Buy	4,366 +788	+22%	+$75.8K	0.01%	462
2025 Q3	$345K	Buy	3,578 +934	+35%	+$88.5K	0.01%	482
2025 Q2	$243K	Sell	2,644 -90	-3%	-$7.78K	0.01%	524
2025 Q1	$233K	Buy	2,734 +91	+3%	+$8.12K	0.01%	538
2024 Q4	$234K	Sell	2,643 -7	-0.3%	-$635	0.01%	556
2024 Q3	$234K	Buy	2,650 +50	+2%	+$4.21K	0.01%	569
2024 Q2	$211K	Hold	2,600	–	–	0.01%	571
2024 Q1	$219K	Hold	2,600	–	–	0.01%	566
2023 Q4	$202K	Buy	+2,600	New	+$185K	0.01%	565
2023 Q3	–	Sell	-2,773	Closed	-$203K	–	582
2023 Q2	$203K	Buy	+2,773	New	+$193K	0.01%	556
2022 Q2	–	Sell	-2,990	Closed	-$233K	–	558
2022 Q1	$233K	Sell	2,990 -6	-0.2%	-$462	0.01%	537
2021 Q4	$249K	Buy	2,996 +165	+6%	+$13.5K	0.01%	535
2021 Q3	$221K	Sell	2,831 -1	-0%	-$80	0.01%	542
2021 Q2	$224K	Hold	2,832	–	–	0.01%	551
2021 Q1	$209K	Buy	+2,832	New	+$205K	0.01%	539

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

Burney Company's IWR Position: Q2 2026 in Review

Burney Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,426 shares worth $378K. The position accounts for 0.01% of the portfolio, ranked #497.

Burney Company first reported a position in IWR in Q1 2021 and has held it in 17 quarters since. The position peaked at $420K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Burney Company held 3,426 shares of iShares Russell Mid-Cap ETF worth $378K as of Q2 2026.
Burney Company left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Burney Company's portfolio in Q2 2026, its #497 holding.
Burney Company first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 17 quarters since.
Burney Company's iShares Russell Mid-Cap ETF position peaked at $420K in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.