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

Fox Financial’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 		$17.4M Sell
157,843
-119
-0.1% -$12.5K 12.13% 6
2026
Q1 		$15.4M Buy
157,962
+1,405
+0.9% +$140K 12.53% 5
2025
Q4 		$15.1M Sell
156,557
-877
-0.6% -$84.3K 12.02% 5
2025
Q3 		$15.2M Sell
157,434
-91
-0.1% -$8.63K 12.09% 5
2025
Q2 		$14.5M Buy
157,525
+1,768
+1% +$153K 12.25% 5
2025
Q1 		$13.3M Buy
155,757
+1,835
+1% +$164K 12.47% 5
2024
Q4 		$13.6M Buy
153,922
+18,690
+14% +$1.7M 12.29% 5
2024
Q3 		$11.9M Buy
135,232
+1,513
+1% +$127K 10.39% 6
2024
Q2 		$10.8M Sell
133,719
-249
-0.2% -$20.3K 10% 5
2024
Q1 		$11.3M Sell
133,968
-1,037
-0.8% -$82.2K 10.2% 6
2023
Q4 		$10.5M Buy
+135,005
New +$9.59M 10.05% 6

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

Fox Financial's IWR Position: Q2 2026 in Review

Fox Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.08% in Q2 2026, selling an estimated $12.5K and leaving 157,843 shares worth $17.4M. The position accounts for 12.13% of the portfolio, ranked #6.

Fox Financial first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,583 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Fox Financial held 157,843 shares of iShares Russell Mid-Cap ETF worth $17.4M as of Q2 2026.
  • Fox Financial sold 119 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Russell Mid-Cap ETF made up 12.13% of Fox Financial's portfolio in Q2 2026, its #6 holding.
  • Fox Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fox Financial's 13F filing for Q2 2026, filed 4 Aug 2026.