CCG Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CCG Wealth 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	$27.4M	Buy	281,775 +44,323	+19%	+$4.43M	7.43%	3
2025 Q4	$22.9M	Buy	237,452 +9,950	+4%	+$957K	9.8%	3
2025 Q3	$22M	Buy	227,502 +6,592	+3%	+$625K	10.35%	3
2025 Q2	$20.3M	Buy	220,910 +12,932	+6%	+$1.12M	10.71%	3
2025 Q1	$17.7M	Buy	207,978 +53,086	+34%	+$4.73M	10.58%	2
2024 Q4	$13.7M	Sell	154,892 -2,346	-1%	-$213K	7.62%	3
2024 Q3	$13.9M	Buy	157,238 +9,452	+6%	+$796K	7.76%	3
2024 Q2	$12M	Sell	147,786 -4,279	-3%	-$348K	6.76%	3
2024 Q1	$12.8M	Buy	152,065 +10,388	+7%	+$823K	7.7%	3
2023 Q4	$11M	Sell	141,677 -13,139	-8%	-$933K	7.39%	4
2023 Q3	$10.7M	Buy	+154,816	New	+$11.3M	7.02%	4

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

CCG Wealth Management's IWR Position: Q1 2026 in Review

CCG Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 19% in Q1 2026, buying an estimated $4.43M and bringing the position to 281,775 shares worth $27.4M. The position accounts for 7.43% of the portfolio, ranked #3.

CCG Wealth Management first reported a position in IWR in Q3 2023 and has held it in 11 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

CCG Wealth Management held 281,775 shares of iShares Russell Mid-Cap ETF worth $27.4M as of Q1 2026.
CCG Wealth Management bought 44,323 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $4.43M.
iShares Russell Mid-Cap ETF made up 7.43% of CCG Wealth Management's portfolio in Q1 2026, its #3 holding.
CCG Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on CCG Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.