DHJJ Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

DHJJ Financial Advisors’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 Q1	$292K	Hold	3,000	–	–	0.1%	159
2025 Q4	$289K	Hold	3,000	–	–	0.1%	153
2025 Q3	$290K	Hold	3,000	–	–	0.1%	143
2025 Q2	$276K	Hold	3,000	–	–	0.1%	142
2025 Q1	$255K	Hold	3,000	–	–	0.1%	137
2024 Q4	$265K	Hold	3,000	–	–	0.1%	136
2024 Q3	$264K	Hold	3,000	–	–	0.1%	136
2024 Q2	$243K	Hold	3,000	–	–	0.1%	137
2024 Q1	$252K	Hold	3,000	–	–	0.11%	128
2023 Q4	$233K	Hold	3,000	–	–	0.11%	127
2023 Q3	$208K	Hold	3,000	–	–	0.11%	128
2023 Q2	$219K	Hold	3,000	–	–	0.11%	129
2023 Q1	$210K	Hold	3,000	–	–	0.11%	135
2022 Q4	$202K	Buy	+3,000	New	+$202K	0.12%	131
2022 Q2	–	Sell	-3,000	Closed	-$235K	–	133
2022 Q1	$235K	Hold	3,000	–	–	0.11%	125
2021 Q4	$249K	Hold	3,000	–	–	0.12%	121
2021 Q3	$235K	Hold	3,000	–	–	0.12%	112
2021 Q2	$238K	Hold	3,000	–	–	0.13%	105
2021 Q1	$222K	Hold	3,000	–	–	0.13%	103
2020 Q4	$206K	Buy	+3,000	New	+$191K	0.13%	99

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DHJJ Financial Advisors's IWR Position: Q1 2026 in Review

DHJJ Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,000 shares worth $292K. The position accounts for 0.1% of the portfolio, ranked #159.

DHJJ Financial Advisors first reported a position in IWR in Q4 2020 and has held it in 20 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

DHJJ Financial Advisors held 3,000 shares of iShares Russell Mid-Cap ETF worth $292K as of Q1 2026.
DHJJ Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.1% of DHJJ Financial Advisors's portfolio in Q1 2026, its #159 holding.
DHJJ Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.