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

Hughes 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	$73.7K	Hold	668	–	–	0.01%	152
2026 Q1	$65K	Hold	668	–	–	0.01%	147
2025 Q4	$64.3K	Hold	668	–	–	0.01%	143
2025 Q3	$64.2K	Hold	668	–	–	0.01%	139
2025 Q2	$62.3K	Sell	668 -19	-3%	-$1.64K	0.01%	139
2025 Q1	$58.6K	Buy	+687	New	+$61.3K	0.01%	144

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

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

Hughes Financial Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 668 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #152.

Hughes Financial Services first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 344 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hughes Financial Services held 668 shares of iShares Russell Mid-Cap ETF worth $73.7K as of Q2 2026.
Hughes Financial Services left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Hughes Financial Services's portfolio in Q2 2026, its #152 holding.
Hughes Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
344 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.