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

FourThought Financial Partners’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	$801K	Hold	7,259	–	–	0.06%	158
2026 Q1	$706K	Hold	7,259	–	–	0.06%	159
2025 Q4	$699K	Hold	7,259	–	–	0.06%	171
2025 Q3	$701K	Hold	7,259	–	–	0.06%	162
2025 Q2	$668K	Hold	7,259	–	–	0.07%	163
2025 Q1	$618K	Hold	7,259	–	–	0.06%	164
2024 Q4	$642K	Hold	7,259	–	–	0.07%	164
2024 Q3	$640K	Hold	7,259	–	–	0.08%	127
2024 Q2	$589K	Hold	7,259	–	–	0.08%	138
2024 Q1	$610K	Hold	7,259	–	–	0.07%	180
2023 Q4	$564K	Hold	7,259	–	–	0.07%	184
2023 Q3	$503K	Hold	7,259	–	–	0.07%	184
2023 Q2	$530K	Hold	7,259	–	–	0.07%	183
2023 Q1	$508K	Hold	7,259	–	–	0.07%	179
2022 Q4	$490K	Buy	+7,259	New	+$489K	0.07%	188

Other funds holding IWR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FourThought Financial Partners's IWR Position: Q2 2026 in Review

FourThought Financial Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,259 shares worth $801K. The position accounts for 0.06% of the portfolio, ranked #158.

FourThought Financial Partners first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,416 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

FourThought Financial Partners held 7,259 shares of iShares Russell Mid-Cap ETF worth $801K as of Q2 2026.
FourThought Financial Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #158 holding.
FourThought Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.