First Heartland Consultants’s iShares Russell Mid-Cap ETF IWR Stock Holding History

First Heartland Consultants’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	$218K	Buy	+1,978	New	+$208K	0.01%	556
2024 Q3	–	Sell	-2,626	Closed	-$213K	–	472
2024 Q2	$213K	Sell	2,626 -103	-4%	-$8.38K	0.01%	410
2024 Q1	$229K	Buy	+2,729	New	+$216K	0.02%	382
2022 Q1	–	Sell	-4,629	Closed	-$384K	–	382
2021 Q4	$384K	Sell	4,629 -107	-2%	-$8.78K	0.01%	238
2021 Q3	$370K	Buy	4,736 +260	+6%	+$20.8K	0.06%	245
2021 Q2	$355K	Buy	4,476 +1,452	+48%	+$113K	0.05%	260
2021 Q1	$224K	Buy	+3,024	New	+$219K	0.04%	349
2016 Q2	–	Sell	-13,208	Closed	-$538K	–	306
2016 Q1	$538K	Sell	13,208 -23,640	-64%	-$899K	0.2%	131
2015 Q4	$1.48M	Buy	36,848 +520	+1%	+$21.2K	0.56%	41
2015 Q3	$1.41M	Hold	36,328	–	–	0.59%	38
2015 Q2	$1.55M	Sell	36,328 -160	-0.4%	-$6.96K	0.42%	43
2015 Q1	$1.58M	Buy	36,488 +2,464	+7%	+$105K	0.6%	39
2014 Q4	$1.42M	Buy	34,024 +1,812	+6%	+$73.6K	0.59%	44
2014 Q3	$1.27M	Buy	32,212 +1,152	+4%	+$46.4K	0.56%	51
2014 Q2	$1.26M	Buy	31,060 +1,804	+6%	+$70.3K	0.57%	51
2014 Q1	$1.13M	Buy	+29,256	New	+$1.11M	0.56%	50
2013 Q4	–	Sell	-21,296	Closed	-$749K	–	225
2013 Q3	$749K	Buy	21,296 +7,176	+51%	+$245K	0.45%	64
2013 Q2	$459K	Buy	+14,120	New	+$458K	0.27%	108

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Heartland Consultants's IWR Position: Q2 2026 in Review

First Heartland Consultants opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,978 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #556 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in IWR as recently as Q2 2024.

First Heartland Consultants first reported a position in IWR in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.58M in Q1 2015. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

First Heartland Consultants held 1,978 shares of iShares Russell Mid-Cap ETF worth $218K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new First Heartland Consultants position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of First Heartland Consultants's portfolio in Q2 2026, its #556 holding.
First Heartland Consultants first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 18 quarters since.
First Heartland Consultants's iShares Russell Mid-Cap ETF position peaked at $1.58M in Q1 2015.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.