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