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

CRA Financial 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
Q2 		$452K Buy
4,099
+321
+8% +$33.8K 0.05% 206
2026
Q1 		$367K Hold
3,778
– – 0.05% 217
2025
Q4 		$364K Buy
3,778
+1
+0% +$96 0.05% 214
2025
Q3 		$365K Buy
3,777
+1
+0% +$95 0.05% 208
2025
Q2 		$347K Sell
3,776
-330
-8% -$28.5K 0.05% 198
2025
Q1 		$349K Hold
4,106
– – 0.06% 188
2024
Q4 		$363K Buy
4,106
+30
+0.7% +$2.72K 0.06% 175
2024
Q3 		$359K Buy
4,076
+997
+32% +$84K 0.07% 170
2024
Q2 		$250K Sell
3,079
-407
-12% -$33.1K 0.05% 209
2024
Q1 		$293K Sell
3,486
-85
-2% -$6.74K 0.06% 180
2023
Q4 		$278K Sell
3,571
-60
-2% -$4.26K 0.07% 176
2023
Q3 		$251K Sell
3,631
-65
-2% -$4.74K 0.07% 172
2023
Q2 		$270K Hold
3,696
– – 0.07% 162
2023
Q1 		$258K Sell
3,696
-100
-3% -$7.06K 0.08% 161
2022
Q4 		$256K Buy
3,796
+364
+11% +$24.5K 0.08% 161
2022
Q3 		$213K Hold
3,432
– – 0.08% 175
2022
Q2 		$222K Buy
3,432
+732
+27% +$52.1K 0.08% 176
2022
Q1 		$211K Hold
2,700
– – 0.06% 194
2021
Q4 		$224K Sell
2,700
-50
-2% -$4.1K 0.07% 187
2021
Q3 		$215K Hold
2,750
– – 0.07% 183
2021
Q2 		$218K Hold
2,750
– – 0.08% 172
2021
Q1 		$203K Buy
+2,750
New +$199K 0.08% 168

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CRA Financial Services's IWR Position: Q2 2026 in Review

CRA Financial Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.5% in Q2 2026, buying an estimated $33.8K and bringing the position to 4,099 shares worth $452K. The position accounts for 0.05% of the portfolio, ranked #206.

CRA Financial Services first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • CRA Financial Services held 4,099 shares of iShares Russell Mid-Cap ETF worth $452K as of Q2 2026.
  • CRA Financial Services bought 321 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $33.8K.
  • iShares Russell Mid-Cap ETF made up 0.05% of CRA Financial Services's portfolio in Q2 2026, its #206 holding.
  • CRA Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.