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

IFG 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 		$1.73M Sell
15,657
-276
-2% -$29K 0.24% 51
2026
Q1 		$1.55M Sell
15,933
-359
-2% -$35.9K 0.25% 47
2025
Q4 		$1.57M Buy
16,292
+1,028
+7% +$98.8K 0.26% 47
2025
Q3 		$1.47M Buy
15,264
+215
+1% +$20.4K 0.24% 45
2025
Q2 		$1.38M Sell
15,049
-1,000
-6% -$86.4K 0.23% 48
2025
Q1 		$1.37M Buy
16,049
+57
+0.4% +$5.08K 0.26% 47
2024
Q4 		$1.41M Buy
15,992
+110
+0.7% +$9.98K 0.28% 44
2024
Q3 		$1.4M Buy
15,882
+270
+2% +$22.7K 0.3% 41
2024
Q2 		$1.27M Buy
15,612
+281
+2% +$22.9K 0.3% 42
2024
Q1 		$1.29M Buy
15,331
+39
+0.3% +$3.09K 0.33% 37
2023
Q4 		$1.19M Sell
15,292
-259
-2% -$18.4K 0.35% 34
2023
Q3 		$1.08M Hold
15,551
– – 0.38% 33
2023
Q2 		$1.14M Buy
15,551
+40
+0.3% +$2.78K 0.4% 32
2023
Q1 		$1.08M Buy
15,511
+58
+0.4% +$4.09K 0.43% 30
2022
Q4 		$1.04M Buy
15,453
+36
+0.2% +$2.43K 0.46% 30
2022
Q3 		$958K Buy
15,417
+117
+0.8% +$8.05K 0.49% 29
2022
Q2 		$989K Buy
15,300
+49
+0.3% +$3.49K 0.5% 28
2022
Q1 		$1.19M Buy
15,251
+42
+0.3% +$3.23K 0.53% 28
2021
Q4 		$1.26M Buy
15,209
+100
+0.7% +$8.21K 0.54% 26
2021
Q3 		$1.18M Hold
15,109
– – 0.54% 30
2021
Q2 		$1.2M Buy
15,109
+69
+0.5% +$5.35K 0.57% 24
2021
Q1 		$1.11M Hold
15,040
– – 0.61% 18
2020
Q4 		$1.03M Sell
15,040
-113
-0.7% -$7.2K 0.64% 17
2020
Q3 		$871K Buy
15,153
+56
+0.4% +$3.19K 0.62% 17
2020
Q2 		$809K Buy
15,097
+141
+0.9% +$7.07K 0.64% 18
2020
Q1 		$646K Hold
14,956
– – 0.64% 20
2019
Q4 		$892K Sell
14,956
-450
-3% -$25.8K 0.74% 18
2019
Q3 		$862K Buy
+15,406
New +$861K 0.8% 18

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

IFG Advisors's IWR Position: Q2 2026 in Review

IFG Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.7% in Q2 2026, selling an estimated $29K and leaving 15,657 shares worth $1.73M. The position accounts for 0.24% of the portfolio, ranked #51.

IFG Advisors first reported a position in IWR in Q3 2019 and has held it in 28 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • IFG Advisors held 15,657 shares of iShares Russell Mid-Cap ETF worth $1.73M as of Q2 2026.
  • IFG Advisors sold 276 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $29K.
  • iShares Russell Mid-Cap ETF made up 0.24% of IFG Advisors's portfolio in Q2 2026, its #51 holding.
  • IFG Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.