Center for Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Center for Financial Planning’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	$981K	Sell	8,896 -47	-0.5%	-$4.94K	0.09%	76
2026 Q1	$870K	Sell	8,943 -78	-0.9%	-$7.79K	0.09%	73
2025 Q4	$868K	Buy	9,021 +11	+0.1%	+$1.06K	0.09%	72
2025 Q3	$870K	Buy	9,010 +8	+0.1%	+$758	0.09%	73
2025 Q2	$828K	Buy	9,002 +100	+1%	+$8.64K	0.1%	75
2025 Q1	$757K	Buy	8,902 +8	+0.1%	+$714	0.1%	71
2024 Q4	$786K	Buy	8,894 +650	+8%	+$59K	0.1%	64
2024 Q3	$727K	Buy	8,244 +11	+0.1%	+$927	0.1%	70
2024 Q2	$668K	Sell	8,233 -200	-2%	-$16.3K	0.1%	75
2024 Q1	$709K	Buy	8,433 +127	+2%	+$10.1K	0.11%	67
2023 Q4	$646K	Buy	8,306 +24	+0.3%	+$1.71K	0.12%	70
2023 Q3	$574K	Sell	8,282 -452	-5%	-$33K	0.12%	69
2023 Q2	$638K	Buy	8,734 +6	+0.1%	+$417	0.13%	69
2023 Q1	$610K	Buy	8,728 +10	+0.1%	+$706	0.14%	68
2022 Q4	$588K	Sell	8,718 -56	-0.6%	-$3.78K	0.14%	65
2022 Q3	$545K	Buy	8,774 +13	+0.1%	+$894	0.15%	69
2022 Q2	$567K	Buy	8,761 +8	+0.1%	+$569	0.14%	70
2022 Q1	$683K	Sell	8,753 -462	-5%	-$35.6K	0.14%	71
2021 Q4	$765K	Buy	9,215 +28	+0.3%	+$2.3K	0.16%	65
2021 Q3	$719K	Sell	9,187 -1,126	-11%	-$90.2K	0.17%	63
2021 Q2	$817K	Sell	10,313 -145	-1%	-$11.2K	0.2%	57
2021 Q1	$773K	Buy	10,458 +76	+0.7%	+$5.49K	0.2%	59
2020 Q4	$712K	Sell	10,382 -2,210	-18%	-$141K	0.2%	53
2020 Q3	$723K	Sell	12,592 -909	-7%	-$51.7K	0.23%	48
2020 Q2	$724K	Buy	13,501 +870	+7%	+$43.6K	0.25%	45
2020 Q1	$545K	Buy	12,631 +1,716	+16%	+$94.4K	0.18%	57
2019 Q4	$651K	Buy	+10,915	New	+$627K	0.16%	55

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Center for Financial Planning's IWR Position: Q2 2026 in Review

Center for Financial Planning reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.53% in Q2 2026, selling an estimated $4.94K and leaving 8,896 shares worth $981K. The position accounts for 0.09% of the portfolio, ranked #76.

Center for Financial Planning first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 558 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Center for Financial Planning held 8,896 shares of iShares Russell Mid-Cap ETF worth $981K as of Q2 2026.
Center for Financial Planning sold 47 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $4.94K.
iShares Russell Mid-Cap ETF made up 0.09% of Center for Financial Planning's portfolio in Q2 2026, its #76 holding.
Center for Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
558 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.