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

Comprehensive 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	$110K	Buy	999 +2	+0.2%	+$210	0.06%	140
2026 Q1	$97K	Buy	997 +1	+0.1%	+$100	0.07%	129
2025 Q4	$95.9K	Buy	996 +2	+0.2%	+$192	0.06%	132
2025 Q3	$96K	Buy	994 +1	+0.1%	+$95	0.07%	133
2025 Q2	$91.3K	Buy	993 +2	+0.2%	+$173	0.07%	129
2025 Q1	$84.3K	Buy	991 +1	+0.1%	+$89	0.08%	112
2024 Q4	$87.5K	Buy	+990	New	+$89.9K	0.07%	130

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

Comprehensive Financial Planning's IWR Position: Q2 2026 in Review

Comprehensive Financial Planning increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.2% in Q2 2026, buying an estimated $210 and bringing the position to 999 shares worth $110K. The position accounts for 0.06% of the portfolio, ranked #140.

Comprehensive Financial Planning first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Comprehensive Financial Planning held 999 shares of iShares Russell Mid-Cap ETF worth $110K as of Q2 2026.
Comprehensive Financial Planning bought 2 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $210.
iShares Russell Mid-Cap ETF made up 0.06% of Comprehensive Financial Planning's portfolio in Q2 2026, its #140 holding.
Comprehensive Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.