DBK Financial Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

DBK Financial Counsel’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	$563K	Hold	5,105	–	–	0.47%	41
2026 Q1	$496K	Hold	5,105	–	–	0.38%	46
2025 Q4	$491K	Hold	5,105	–	–	0.38%	46
2025 Q3	$493K	Hold	5,105	–	–	0.41%	45
2025 Q2	$470K	Hold	5,105	–	–	0.42%	44
2025 Q1	$434K	Sell	5,105 -1,000	-16%	-$89.2K	0.44%	40
2024 Q4	$540K	Hold	6,105	–	–	0.54%	37
2024 Q3	$538K	Hold	6,105	–	–	0.54%	37
2024 Q2	$495K	Hold	6,105	–	–	0.54%	38
2024 Q1	$513K	Sell	6,105 -2,000	-25%	-$158K	0.54%	36
2023 Q4	$630K	Hold	8,105	–	–	0.72%	29
2023 Q3	$561K	Hold	8,105	–	–	0.74%	30
2023 Q2	$592K	Hold	8,105	–	–	0.8%	26
2023 Q1	$567K	Sell	8,105 -3,150	-28%	-$222K	0.79%	26
2022 Q4	$759K	Hold	11,255	–	–	1.21%	24
2022 Q3	$699K	Sell	11,255 -2,232	-17%	-$154K	1.21%	21
2022 Q2	$872K	Buy	13,487 +2,232	+20%	+$159K	1.41%	20
2022 Q1	$878K	Sell	11,255 -2,996	-21%	-$231K	1.3%	19
2021 Q4	$1.18M	Buy	+14,251	New	+$1.17M	1.69%	16

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

DBK Financial Counsel's IWR Position: Q2 2026 in Review

DBK Financial Counsel held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,105 shares worth $563K. The position accounts for 0.47% of the portfolio, ranked #41.

DBK Financial Counsel first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.18M in Q4 2021. 1,113 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

DBK Financial Counsel held 5,105 shares of iShares Russell Mid-Cap ETF worth $563K as of Q2 2026.
DBK Financial Counsel left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.47% of DBK Financial Counsel's portfolio in Q2 2026, its #41 holding.
DBK Financial Counsel first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
DBK Financial Counsel's iShares Russell Mid-Cap ETF position peaked at $1.18M in Q4 2021.
1,113 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.