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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$660K Buy
+5,980
New +$629K 0.02% 529
2026
Q1
Sell
-5,390
Closed -$519K 626
2025
Q4
$519K Buy
5,390
+730
+16% +$70.2K 0.02% 497
2025
Q3
$450K Buy
4,660
+302
+7% +$28.6K 0.02% 518
2025
Q2
$401K Buy
4,358
+859
+25% +$74.2K 0.02% 523
2025
Q1
$298K Buy
3,499
+942
+37% +$84K 0.02% 569
2024
Q4
$226K Buy
+2,557
New +$232K 0.01% 612
2024
Q3
Sell
-2,609
Closed -$212K 509
2024
Q2
$212K Buy
+2,609
New +$212K 0.01% 583
2022
Q4
Sell
-16,911
Closed -$1.05M 519
2022
Q3
$1.05M Buy
+16,911
New +$1.16M 0.1% 207
2022
Q1
Sell
-2,411
Closed -$200K 515
2021
Q4
$200K Buy
+2,411
New +$198K 0.02% 481
2020
Q3
Sell
-4,232
Closed -$226K 414
2020
Q2
$226K Buy
+4,232
New +$212K 0.04% 356
2020
Q1
Sell
-4,895
Closed -$291K 395
2019
Q4
$291K Buy
4,895
+1
+0% +$57 0.05% 319
2019
Q3
$273K Buy
+4,894
New +$274K 0.05% 327

Other funds holding IWR

IFG Advisory's IWR Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 5,980 shares worth $660K. The stake represents 0.02% of the portfolio and ranks #529 among its holdings. This is a return to the name: IFG Advisory previously reported a position in IWR as recently as Q4 2025.

IFG Advisory first reported a position in IWR in Q3 2019 and has held it in 12 quarters since. The position peaked at $1.05M in Q3 2022. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • IFG Advisory held 5,980 shares of iShares Russell Mid-Cap ETF worth $660K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new IFG Advisory position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of IFG Advisory's portfolio in Q2 2026, its #529 holding.
  • IFG Advisory first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 12 quarters since.
  • IFG Advisory's iShares Russell Mid-Cap ETF position peaked at $1.05M in Q3 2022.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.