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Financial Partners Group (Kansas)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Financial Partners Group (Kansas)’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 		$1.93M Sell
17,527
-332
-2% -$34.9K 0.2% 66
2026
Q1 		$1.74M Sell
17,859
-358
-2% -$35.8K 0.21% 66
2025
Q4 		$1.81M Buy
18,217
+768
+4% +$73.8K 0.21% 65
2025
Q3 		$1.68M Buy
17,449
+305
+2% +$28.9K 0.21% 62
2025
Q2 		$1.58M Sell
17,144
-69
-0.4% -$5.96K 0.22% 60
2025
Q1 		$1.46M Buy
17,213
+13
+0.1% +$1.16K 0.23% 55
2024
Q4 		$1.52M Sell
17,200
-3
-0% -$272 0.22% 54
2024
Q3 		$1.52M Sell
17,203
-346
-2% -$29.2K 0.22% 58
2024
Q2 		$1.42M Sell
17,549
-711
-4% -$57.9K 0.22% 54
2024
Q1 		$1.54M Sell
18,260
-298
-2% -$23.6K 0.24% 49
2023
Q4 		$1.44M Sell
18,558
-205
-1% -$14.6K 0.26% 47
2023
Q3 		$1.27M Sell
18,763
-486
-3% -$35.5K 0.26% 46
2023
Q2 		$1.43M Buy
19,249
+69
+0.4% +$4.8K 0.29% 44
2023
Q1 		$1.34M Sell
19,180
-8
-0% -$565 0.3% 46
2022
Q4 		$1.41M Sell
19,188
-1,548
-7% -$104K 0.31% 48
2022
Q3 		$1.29M Buy
20,736
+352
+2% +$24.2K 0.34% 42
2022
Q2 		$1.32M Sell
20,384
-1,020
-5% -$72.6K 0.33% 40
2022
Q1 		$1.67M Sell
21,404
-331
-2% -$25.5K 0.36% 40
2021
Q4 		$1.67M Buy
21,735
+119
+0.6% +$9.77K 0.37% 42
2021
Q3 		$1.69M Sell
21,616
-174
-0.8% -$13.9K 0.4% 41
2021
Q2 		$1.73M Sell
21,790
-786
-3% -$61K 0.44% 39
2021
Q1 		$1.67M Sell
22,576
-515
-2% -$37.2K 0.47% 39
2020
Q4 		$1.65M Sell
23,091
-5,608
-20% -$357K 0.49% 34
2020
Q3 		$1.65M Sell
28,699
-6,023
-17% -$343K 0.57% 32
2020
Q2 		$1.86M Buy
34,722
+2,292
+7% +$115K 0.73% 30
2020
Q1 		$1.33M Sell
32,430
-71,974
-69% -$3.96M 0.83% 21
2019
Q4 		$6.29M Buy
104,404
+13,343
+15% +$766K 2.45% 11
2019
Q3 		$5.09M Buy
91,061
+8,471
+10% +$474K 2.26% 11
2019
Q2 		$4.61M Buy
82,590
+10,949
+15% +$601K 2.17% 13
2019
Q1 		$3.87M Buy
71,641
+22,703
+46% +$1.18M 2.09% 17
2018
Q4 		$2.27M Buy
+48,938
New +$2.47M 1.48% 22

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Financial Partners Group (Kansas)'s IWR Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, selling an estimated $34.9K and leaving 17,527 shares worth $1.93M. The position accounts for 0.2% of the portfolio, ranked #66.

Financial Partners Group (Kansas) first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. The position peaked at $6.29M in Q4 2019. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Financial Partners Group (Kansas) held 17,527 shares of iShares Russell Mid-Cap ETF worth $1.93M as of Q2 2026.
  • Financial Partners Group (Kansas) sold 332 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $34.9K.
  • iShares Russell Mid-Cap ETF made up 0.2% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #66 holding.
  • Financial Partners Group (Kansas) first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • Financial Partners Group (Kansas)'s iShares Russell Mid-Cap ETF position peaked at $6.29M in Q4 2019.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.