Fiduciary Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fiduciary Financial 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	$447K	Buy	+4,048	New	+$426K	0.05%	222

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Fiduciary Financial Group's IWR Position: Q2 2026 in Review

Fiduciary Financial Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 4,048 shares worth $447K. The stake represents 0.05% of the portfolio and ranks #222 among its holdings.

810 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fiduciary Financial Group held 4,048 shares of iShares Russell Mid-Cap ETF worth $447K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Fiduciary Financial Group position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #222 holding.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.