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

IFG Advisory’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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IFG Advisory's IWR Position: Q1 2026 in Review

IFG Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 5,390 shares — an estimated $519K sold.

IFG Advisory first reported a position in IWR in Q3 2019 and held it in 11 quarters. The position peaked at $1.05M in Q3 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

IFG Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 5,390 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $519K.
IFG Advisory first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and held it in 11 quarters.
IFG Advisory's iShares Russell Mid-Cap ETF position peaked at $1.05M in Q3 2022.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.