FG
IWR icon

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

Fiduciary 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
Q1 		$213K Hold
2,188
– – 0.02% 286
2025
Q4 		$211K Sell
2,188
-510
-19% -$49K 0.02% 285
2025
Q3 		$260K Buy
2,698
+330
+14% +$31.3K 0.02% 262
2025
Q2 		$218K Buy
+2,368
New +$205K 0.02% 272
2025
Q1 		– Sell
-2,268
Closed -$200K – 275
2024
Q4 		$200K Sell
2,268
-2,100
-48% -$191K 0.02% 264
2024
Q3 		$385K Sell
4,368
-4
-0.1% -$337 0.04% 215
2024
Q2 		$354K Hold
4,372
– – 0.04% 217
2024
Q1 		$368K Hold
4,372
– – 0.04% 215
2023
Q4 		$340K Sell
4,372
-3,638
-45% -$258K 0.04% 213
2023
Q3 		$555K Buy
8,010
+268
+3% +$19.6K 0.07% 154
2023
Q2 		$565K Sell
7,742
-1,450
-16% -$101K 0.07% 153
2023
Q1 		$643K Sell
9,192
-148
-2% -$10.4K 0.08% 143
2022
Q4 		$630K Sell
9,340
-225
-2% -$15.2K 0.08% 141
2022
Q3 		$668K Sell
9,565
-1,271
-12% -$87.4K 0.09% 139
2022
Q2 		$794K Buy
10,836
+1,804
+20% +$128K 0.1% 131
2022
Q1 		$608K Hold
9,032
– – 0.08% 140
2021
Q4 		$750K Hold
9,032
– – 0.08% 134
2021
Q3 		$751K Hold
9,032
– – 0.09% 130
2021
Q2 		$720K Hold
9,032
– – 0.08% 133
2021
Q1 		$702K Hold
9,032
– – 0.09% 131
2020
Q4 		$666K Buy
9,032
+4
+0% +$255 0.09% 127
2020
Q3 		$518K Buy
9,028
+100
+1% +$5.69K 0.08% 135
2020
Q2 		$479K Hold
8,928
– – 0.08% 135
2020
Q1 		$385K Hold
8,928
– – 0.08% 131
2019
Q4 		$532K Hold
8,928
– – 0.08% 131
2019
Q3 		$500K Buy
8,928
+5,328
+148% +$298K 0.09% 129
2019
Q2 		$201K Buy
+3,600
New +$198K 0.04% 185
2018
Q4 		– Sell
-4,040
Closed -$223K – 178
2018
Q3 		$223K Buy
4,040
+200
+5% +$11K 0.04% 167
2018
Q2 		$204K Buy
+3,840
New +$202K 0.04% 164

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Group's IWR Position: Q1 2026 in Review

Fiduciary Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,188 shares worth $213K. The position accounts for 0.02% of the portfolio, ranked #286.

Fiduciary Group first reported a position in IWR in Q2 2018 and has held it in 29 quarters since. The position peaked at $794K in Q2 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Fiduciary Group held 2,188 shares of iShares Russell Mid-Cap ETF worth $213K as of Q1 2026.
  • Fiduciary Group left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Fiduciary Group's portfolio in Q1 2026, its #286 holding.
  • Fiduciary Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 29 quarters since.
  • Fiduciary Group's iShares Russell Mid-Cap ETF position peaked at $794K in Q2 2022.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.