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

IFC 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 		$7.63M Buy
69,137
+7,939
+13% +$835K 0.97% 19
2026
Q1 		$5.95M Sell
61,198
-11,093
-15% -$1.11M 0.85% 23
2025
Q4 		$6.96M Sell
72,291
-1,419
-2% -$136K 1.02% 18
2025
Q3 		$7.12M Buy
73,710
+1,235
+2% +$117K 1.3% 16
2025
Q2 		$6.67M Sell
72,475
-1,152
-2% -$99.5K 1.25% 15
2025
Q1 		$6.26M Sell
73,627
-956
-1% -$85.3K 1.31% 15
2024
Q4 		$6.59M Buy
+74,583
New +$6.77M 1.44% 14

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

IFC Advisors's IWR Position: Q2 2026 in Review

IFC Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q2 2026, buying an estimated $835K and bringing the position to 69,137 shares worth $7.63M. The position accounts for 0.97% of the portfolio, ranked #19.

IFC Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • IFC Advisors held 69,137 shares of iShares Russell Mid-Cap ETF worth $7.63M as of Q2 2026.
  • IFC Advisors bought 7,939 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $835K.
  • iShares Russell Mid-Cap ETF made up 0.97% of IFC Advisors's portfolio in Q2 2026, its #19 holding.
  • IFC Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on IFC Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.