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

Hantz Financial Services’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	$32.5M	Buy	294,947 +9,891	+3%	+$1.04M	0.44%	37
2026 Q1	$27.7M	Buy	285,056 +19,382	+7%	+$1.94M	0.42%	38
2025 Q4	$25.6M	Buy	265,674 +168	+0.1%	+$16.2K	0.38%	45
2025 Q3	$25.6M	Sell	265,506 -2,409	-0.9%	-$228K	0.39%	42
2025 Q2	$24.6M	Sell	267,915 -3,505	-1%	-$303K	0.4%	49
2025 Q1	$23.1M	Buy	271,420 +8,204	+3%	+$732K	0.41%	51
2024 Q4	$23.3M	Buy	263,216 +7,579	+3%	+$688K	0.41%	52
2024 Q3	$22.5M	Sell	255,637 -14,378	-5%	-$1.21M	0.4%	54
2024 Q2	$21.9M	Sell	270,015 -24,872	-8%	-$2.02M	0.42%	54
2024 Q1	$24.8M	Buy	294,887 +32,075	+12%	+$2.54M	0.48%	47
2023 Q4	$20.4M	Sell	262,812 -12,931	-5%	-$919K	0.45%	53
2023 Q3	$19.1M	Buy	275,743 +12,806	+5%	+$934K	0.48%	52
2023 Q2	$19.2M	Sell	262,937 -5,247	-2%	-$365K	0.48%	48
2023 Q1	$18.8M	Buy	268,184 +1,140	+0.4%	+$80.5K	0.51%	46
2022 Q4	$18M	Buy	267,044 +10,602	+4%	+$715K	0.54%	45
2022 Q3	$15.9M	Buy	256,442 +6,139	+2%	+$422K	0.55%	39
2022 Q2	$16.2M	Buy	250,303 +6,818	+3%	+$485K	0.55%	39
2022 Q1	$19M	Sell	243,485 -3,374	-1%	-$260K	0.56%	35
2021 Q4	$20.5M	Buy	246,859 +1,036	+0.4%	+$85K	0.59%	37
2021 Q3	$19.2M	Sell	245,823 -7,419	-3%	-$594K	0.63%	35
2021 Q2	$20.1M	Buy	253,242 +436	+0.2%	+$33.8K	0.74%	30
2021 Q1	$18.7M	Sell	252,806 -6,832	-3%	-$494K	0.77%	30
2020 Q4	$17.8M	Buy	259,638 +92	+0%	+$5.86K	0.8%	27
2020 Q3	$14.9M	Sell	259,546 -7,871	-3%	-$448K	0.76%	30
2020 Q2	$14.3M	Buy	267,417 +3,235	+1%	+$162K	0.8%	27
2020 Q1	$11.4M	Buy	+264,182	New	+$14.5M	0.79%	27

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

Hantz Financial Services's IWR Position: Q2 2026 in Review

Hantz Financial Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q2 2026, buying an estimated $1.04M and bringing the position to 294,947 shares worth $32.5M. The position accounts for 0.44% of the portfolio, ranked #37.

Hantz Financial Services first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hantz Financial Services held 294,947 shares of iShares Russell Mid-Cap ETF worth $32.5M as of Q2 2026.
Hantz Financial Services bought 9,891 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.04M.
iShares Russell Mid-Cap ETF made up 0.44% of Hantz Financial Services's portfolio in Q2 2026, its #37 holding.
Hantz Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.