Centerpoint Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Centerpoint Advisory Group’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	$268K	Hold	2,753	–	–	0.2%	86
2025 Q4	$265K	Hold	2,753	–	–	0.2%	84
2025 Q3	$266K	Sell	2,753 -437	-14%	-$41.4K	0.21%	87
2025 Q2	$293K	Buy	+3,190	New	+$276K	0.25%	74

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

Centerpoint Advisory Group's IWR Position: Q1 2026 in Review

Centerpoint Advisory Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,753 shares worth $268K. The position accounts for 0.2% of the portfolio, ranked #86.

Centerpoint Advisory Group first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. The position peaked at $293K in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Centerpoint Advisory Group held 2,753 shares of iShares Russell Mid-Cap ETF worth $268K as of Q1 2026.
Centerpoint Advisory Group left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.2% of Centerpoint Advisory Group's portfolio in Q1 2026, its #86 holding.
Centerpoint Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
Centerpoint Advisory Group's iShares Russell Mid-Cap ETF position peaked at $293K in Q2 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.