Forum Private Client Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Forum Private Client Group’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	$521K	Sell	4,724 -306	-6%	-$32.2K	0.16%	49
2026 Q1	$489K	Sell	5,030 -551	-10%	-$55K	0.16%	49
2025 Q4	$537K	Sell	5,581 -61	-1%	-$5.87K	0.18%	49
2025 Q3	$545K	Sell	5,642 -190	-3%	-$18K	0.19%	49
2025 Q2	$536K	Buy	5,832 +86	+1%	+$7.43K	0.21%	46
2025 Q1	$489K	Sell	5,746 -240	-4%	-$21.4K	0.21%	47
2024 Q4	$529K	Sell	5,986 -986	-14%	-$89.5K	0.24%	44
2024 Q3	$615K	Sell	6,972 -871	-11%	-$73.4K	0.27%	39
2024 Q2	$636K	Sell	7,843 -1,222	-13%	-$99.5K	0.3%	37
2024 Q1	$762K	Sell	9,065 -2,859	-24%	-$227K	0.37%	36
2023 Q4	$927K	Buy	+11,924	New	+$847K	0.48%	34
2023 Q3	–	Sell	-14,358	Closed	-$1.05M	–	38
2023 Q2	$1.05M	Sell	14,358 -456	-3%	-$31.7K	0.6%	31
2023 Q1	$1.04M	Sell	14,814 -359	-2%	-$25.3K	0.65%	31
2022 Q4	$1.02M	Buy	15,173 +265	+2%	+$17.9K	0.71%	30
2022 Q3	$927K	Hold	14,908	–	–	0.69%	31
2022 Q2	$964K	Buy	14,908 +5,949	+66%	+$423K	0.7%	32
2022 Q1	$699K	Buy	+8,959	New	+$690K	0.54%	36

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

Forum Private Client Group's IWR Position: Q2 2026 in Review

Forum Private Client Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 6.1% in Q2 2026, selling an estimated $32.2K and leaving 4,724 shares worth $521K. The position accounts for 0.16% of the portfolio, ranked #49.

Forum Private Client Group first reported a position in IWR in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.05M in Q2 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Forum Private Client Group held 4,724 shares of iShares Russell Mid-Cap ETF worth $521K as of Q2 2026.
Forum Private Client Group sold 306 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $32.2K.
iShares Russell Mid-Cap ETF made up 0.16% of Forum Private Client Group's portfolio in Q2 2026, its #49 holding.
Forum Private Client Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
Forum Private Client Group's iShares Russell Mid-Cap ETF position peaked at $1.05M in Q2 2023.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Forum Private Client Group's 13F filing for Q2 2026, filed 12 Aug 2026.