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Community Financial Services Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Community Financial Services 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
Q2 		$13.1K Buy
+119
New +$12.5K ﹤0.01% 357

Other funds holding IWR

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
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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Community Financial Services Group's IWR Position: Q2 2026 in Review

Community Financial Services Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 119 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #357 among its holdings.

418 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Community Financial Services Group held 119 shares of iShares Russell Mid-Cap ETF worth $13.1K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Community Financial Services Group position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #357 holding.
  • 418 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.