Hobbs Group Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hobbs Group Advisors’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	$299K	Hold	2,712	–	–	0.08%	142
2026 Q1	$264K	Sell	2,712 -106	-4%	-$10.6K	0.08%	143
2025 Q4	$271K	Buy	2,818 +408	+17%	+$39.2K	0.08%	142
2025 Q3	$233K	Hold	2,410	–	–	0.07%	144
2025 Q2	$222K	Hold	2,410	–	–	0.08%	135
2025 Q1	$205K	Buy	+2,410	New	+$215K	0.08%	142
2024 Q4	–	Sell	-1,585	Closed	-$140K	–	387
2024 Q3	$140K	Hold	1,585	–	–	0.05%	169
2024 Q2	$129K	Buy	+1,585	New	+$129K	0.05%	170
2023 Q4	$123K	Buy	+1,585	New	+$113K	0.05%	146

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

Hobbs Group Advisors's IWR Position: Q2 2026 in Review

Hobbs Group Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,712 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #142.

Hobbs Group Advisors first reported a position in IWR in Q4 2023 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hobbs Group Advisors held 2,712 shares of iShares Russell Mid-Cap ETF worth $299K as of Q2 2026.
Hobbs Group Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Hobbs Group Advisors's portfolio in Q2 2026, its #142 holding.
Hobbs Group Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.