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BFC Planning, Inc.’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BFC Planning, Inc.’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 		$692K Buy
6,276
+277
+5% +$29.1K 0.03% 496
2026
Q1 		$583K Sell
5,999
-54
-0.9% -$5.39K 0.03% 513
2025
Q4 		$583K Sell
6,053
-110
-2% -$10.6K 0.03% 508
2025
Q3 		$595K Buy
6,163
+27
+0.4% +$2.56K 0.04% 341
2025
Q2 		$564K Sell
6,136
-486
-7% -$42K 0.04% 333
2025
Q1 		$563K Sell
6,622
-562
-8% -$50.1K 0.05% 308
2024
Q4 		$635K Buy
+7,184
New +$652K 0.05% 284

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

BFC Planning, Inc.'s IWR Position: Q2 2026 in Review

BFC Planning, Inc. increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q2 2026, buying an estimated $29.1K and bringing the position to 6,276 shares worth $692K. The position accounts for 0.03% of the portfolio, ranked #496.

BFC Planning, Inc. first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,605 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • BFC Planning, Inc. held 6,276 shares of iShares Russell Mid-Cap ETF worth $692K as of Q2 2026.
  • BFC Planning, Inc. bought 277 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Russell Mid-Cap ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q2 2026, its #496 holding.
  • BFC Planning, Inc. first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,605 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.