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

Centaurus Financial’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	$695K	Sell	6,301 -215	-3%	-$22.6K	0.03%	496
2026 Q1	$634K	Sell	6,516 -83	-1%	-$8.29K	0.03%	453
2025 Q4	$635K	Sell	6,599 -4	-0.1%	-$385	0.03%	447
2025 Q3	$638K	Buy	6,603 +400	+6%	+$37.9K	0.03%	448
2025 Q2	$570K	Buy	6,203 +155	+3%	+$13.4K	0.03%	435
2025 Q1	$514K	Buy	6,048 +1,675	+38%	+$149K	0.03%	447
2024 Q4	$387K	Buy	4,373 +881	+25%	+$80K	0.02%	500
2024 Q3	$308K	Buy	+3,492	New	+$294K	0.02%	527
2021 Q2	–	Sell	-1,440	Closed	-$106K	–	915
2021 Q1	$106K	Buy	+1,440	New	+$104K	0.01%	771
2018 Q3	–	Sell	-1,656	Closed	-$88K	–	1297
2018 Q2	$88K	Buy	+1,656	New	+$87.2K	0.01%	755

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

Centaurus Financial's IWR Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q2 2026, selling an estimated $22.6K and leaving 6,301 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #496.

Centaurus Financial first reported a position in IWR in Q2 2018 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Centaurus Financial held 6,301 shares of iShares Russell Mid-Cap ETF worth $695K as of Q2 2026.
Centaurus Financial sold 215 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $22.6K.
iShares Russell Mid-Cap ETF made up 0.03% of Centaurus Financial's portfolio in Q2 2026, its #496 holding.
Centaurus Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 10 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.