CFS Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CFS Investment Advisory Services’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	–	Sell	-2,969	Closed	-$286K	–	359
2025 Q4	$286K	Buy	2,969 +59	+2%	+$5.67K	0.02%	295
2025 Q3	$283K	Buy	2,910 +141	+5%	+$13.4K	0.02%	293
2025 Q2	$255K	Sell	2,769 -238	-8%	-$20.6K	0.02%	291
2025 Q1	$256K	Buy	+3,007	New	+$268K	0.02%	278
2021 Q3	–	Sell	-6,123	Closed	-$485K	–	206
2021 Q2	$485K	Buy	+6,123	New	+$475K	0.44%	17

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

CFS Investment Advisory Services's IWR Position: Q1 2026 in Review

CFS Investment Advisory Services sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,969 shares — an estimated $286K sold.

CFS Investment Advisory Services first reported a position in IWR in Q2 2021 and held it in 5 quarters. The position peaked at $485K in Q2 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

CFS Investment Advisory Services reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
CFS Investment Advisory Services sold 2,969 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $286K.
CFS Investment Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and held it in 5 quarters.
CFS Investment Advisory Services's iShares Russell Mid-Cap ETF position peaked at $485K in Q2 2021.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on CFS Investment Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.