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

Finley Financial’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 		$3.47M Hold
31,495
– – 1.4% 15
2026
Q1 		$3.06M Hold
31,495
– – 1.43% 14
2025
Q4 		$3.03M Sell
31,495
-2,670
-8% -$257K 1.39% 15
2025
Q3 		$3.3M Buy
34,165
+180
+0.5% +$17.1K 1.53% 14
2025
Q2 		$3.13M Sell
33,985
-500
-1% -$43.2K 1.57% 15
2025
Q1 		$2.9M Hold
34,485
– – 1.62% 15
2024
Q4 		$3.11M Buy
+34,485
New +$3.13M 1.62% 15

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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
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
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Finley Financial's IWR Position: Q2 2026 in Review

Finley Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 31,495 shares worth $3.47M. The position accounts for 1.4% of the portfolio, ranked #15.

Finley Financial first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Finley Financial held 31,495 shares of iShares Russell Mid-Cap ETF worth $3.47M as of Q2 2026.
  • Finley Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 1.4% of Finley Financial's portfolio in Q2 2026, its #15 holding.
  • Finley Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.