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

Csenge 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 Q2	$2.11M	Buy	19,164 +76	+0.4%	+$7.99K	0.09%	200
2026 Q1	$1.86M	Buy	19,088 +243	+1%	+$24.3K	0.08%	191
2025 Q4	$1.81M	Buy	18,845 +4	+0%	+$385	0.08%	194
2025 Q3	$1.82M	Buy	18,841 +1,358	+8%	+$129K	0.09%	186
2025 Q2	$1.56M	Buy	17,483 +9,281	+113%	+$802K	0.08%	197
2025 Q1	$660K	Buy	+8,202	New	+$732K	0.04%	331
2024 Q3	–	Sell	-13,376	Closed	-$1.08M	–	734
2024 Q2	$1.08M	Buy	+13,376	New	+$1.09M	0.06%	232
2022 Q1	–	Sell	-2,817	Closed	-$225K	–	662
2021 Q4	$225K	Buy	+2,817	New	+$231K	0.02%	502
2021 Q3	–	Sell	-2,817	Closed	-$225K	–	589
2021 Q2	$225K	Buy	+2,817	New	+$219K	0.02%	505
2018 Q4	–	Sell	-304	Closed	-$3K	–	821
2018 Q3	$3K	Buy	+304	New	+$16.7K	﹤0.01%	692

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

Csenge Advisory Group's IWR Position: Q2 2026 in Review

Csenge Advisory Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.4% in Q2 2026, buying an estimated $7.99K and bringing the position to 19,164 shares worth $2.11M. The position accounts for 0.09% of the portfolio, ranked #200.

Csenge Advisory Group first reported a position in IWR in Q3 2018 and has held it in 10 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Csenge Advisory Group held 19,164 shares of iShares Russell Mid-Cap ETF worth $2.11M as of Q2 2026.
Csenge Advisory Group bought 76 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $7.99K.
iShares Russell Mid-Cap ETF made up 0.09% of Csenge Advisory Group's portfolio in Q2 2026, its #200 holding.
Csenge Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 10 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.