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

Frisch Financial 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	$280K	Sell	2,538 -566	-18%	-$59.5K	0.05%	155
2026 Q1	$302K	Buy	3,104 +659	+27%	+$65.8K	0.06%	131
2025 Q4	$235K	Buy	2,445 +8	+0.3%	+$769	0.05%	143
2025 Q3	$235K	Buy	2,437 +6	+0.2%	+$569	0.05%	133
2025 Q2	$224K	Buy	2,431 +6	+0.2%	+$518	0.05%	135
2025 Q1	$206K	Buy	2,425 +6	+0.2%	+$535	0.06%	123
2024 Q4	$214K	Buy	2,419 +7	+0.3%	+$635	0.06%	121
2024 Q3	$213K	Buy	+2,412	New	+$203K	0.06%	124
2024 Q2	–	Sell	-2,399	Closed	-$202K	–	142
2024 Q1	$202K	Buy	+2,399	New	+$190K	0.07%	128
2023 Q1	–	Sell	-3,697	Closed	-$249K	–	132
2022 Q4	$249K	Buy	3,697 +11	+0.3%	+$742	0.09%	112
2022 Q3	$229K	Sell	3,686 -133	-3%	-$9.15K	0.1%	102
2022 Q2	$247K	Sell	3,819 -65	-2%	-$4.63K	0.1%	106
2022 Q1	$303K	Buy	3,884 +6	+0.2%	+$462	0.1%	110
2021 Q4	$322K	Buy	3,878 +8	+0.2%	+$657	0.1%	116
2021 Q3	$303K	Buy	3,870 +8	+0.2%	+$641	0.1%	112
2021 Q2	$306K	Buy	3,862 +4	+0.1%	+$310	0.1%	111
2021 Q1	$285K	Buy	3,858 +6	+0.2%	+$434	0.1%	113
2020 Q4	$264K	Buy	+3,852	New	+$245K	0.1%	103

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

Frisch Financial Group's IWR Position: Q2 2026 in Review

Frisch Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q2 2026, selling an estimated $59.5K and leaving 2,538 shares worth $280K. The position accounts for 0.05% of the portfolio, ranked #155.

Frisch Financial Group first reported a position in IWR in Q4 2020 and has held it in 18 quarters since. The position peaked at $322K in Q4 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Frisch Financial Group held 2,538 shares of iShares Russell Mid-Cap ETF worth $280K as of Q2 2026.
Frisch Financial Group sold 566 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $59.5K.
iShares Russell Mid-Cap ETF made up 0.05% of Frisch Financial Group's portfolio in Q2 2026, its #155 holding.
Frisch Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
Frisch Financial Group's iShares Russell Mid-Cap ETF position peaked at $322K in Q4 2021.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Frisch Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.