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

Focus Financial Network’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 		$24M Sell
217,178
-4,677
-2% -$492K 0.74% 25
2026
Q1 		$21.6M Sell
221,855
-3,514
-2% -$351K 0.77% 23
2025
Q4 		$21.7M Sell
225,369
-8,631
-4% -$830K 0.76% 24
2025
Q3 		$22.6M Sell
234,000
-4,479
-2% -$425K 0.81% 20
2025
Q2 		$21.9M Sell
238,479
-3,348
-1% -$289K 0.87% 20
2025
Q1 		$20.6M Sell
241,827
-4,841
-2% -$432K 0.84% 23
2024
Q4 		$21.8M Buy
246,668
+3,246
+1% +$295K 0.87% 22
2024
Q3 		$21.5M Sell
243,422
-3,050
-1% -$257K 0.88% 23
2024
Q2 		$20.8M Buy
246,472
+5,003
+2% +$407K 0.89% 23
2024
Q1 		$19M Buy
241,469
+397
+0.2% +$31.5K 0.93% 22
2023
Q4 		$18.7M Buy
241,072
+15,957
+7% +$1.13M 0.7% 25
2023
Q3 		$15.7M Buy
225,115
+9,310
+4% +$679K 0.88% 23
2023
Q2 		$15.8M Buy
215,805
+10,361
+5% +$721K 0.88% 23
2023
Q1 		$14.4M Sell
205,444
-431
-0.2% -$30.4K 0.89% 20
2022
Q4 		$13.9M Buy
205,875
+6,677
+3% +$450K 1.13% 18
2022
Q3 		$12.4M Buy
199,198
+4,918
+3% +$338K 1.07% 18
2022
Q2 		$12.6M Buy
194,280
+4,479
+2% +$319K 1.04% 17
2022
Q1 		$14.8M Buy
189,801
+179,828
+1,803% +$13.8M 1.03% 19
2021
Q4 		$828K Buy
9,973
+282
+3% +$23.1K 0.12% 152
2021
Q3 		$758K Sell
9,691
-831
-8% -$66.6K 0.1% 183
2021
Q2 		$834K Buy
10,522
+647
+7% +$50.2K 0.11% 179
2021
Q1 		$730K Sell
9,875
-153,405
-94% -$11.1M 0.09% 196
2020
Q4 		$11.2M Buy
163,280
+8,758
+6% +$558K 0.99% 23
2020
Q3 		$8.87M Buy
154,522
+1,512
+1% +$86.1K 0.83% 28
2020
Q2 		$8.2M Buy
153,010
+27,986
+22% +$1.4M 0.91% 25
2020
Q1 		$5.4M Buy
125,024
+8,527
+7% +$469K 0.72% 38
2019
Q4 		$6.95M Sell
116,497
-1,633
-1% -$93.8K 0.85% 25
2019
Q3 		$6.61M Sell
118,130
-202
-0.2% -$11.3K 0.92% 24
2019
Q2 		$6.61M Buy
118,332
+7,034
+6% +$386K 0.98% 22
2019
Q1 		$6M Buy
+111,298
New +$5.77M 0.96% 23

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

Focus Financial Network's IWR Position: Q2 2026 in Review

Focus Financial Network reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q2 2026, selling an estimated $492K and leaving 217,178 shares worth $24M. The position accounts for 0.74% of the portfolio, ranked #25.

Focus Financial Network first reported a position in IWR in Q1 2019 and has held it in 30 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Focus Financial Network held 217,178 shares of iShares Russell Mid-Cap ETF worth $24M as of Q2 2026.
  • Focus Financial Network sold 4,677 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $492K.
  • iShares Russell Mid-Cap ETF made up 0.74% of Focus Financial Network's portfolio in Q2 2026, its #25 holding.
  • Focus Financial Network first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.