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Independent Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Independent Financial Group’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 		$1.44M Buy
13,086
+913
+8% +$96K 0.03% 563
2026
Q1 		$1.18M Buy
12,173
+478
+4% +$47.7K 0.03% 570
2025
Q4 		$1.13M Sell
11,695
-171
-1% -$16.4K 0.03% 576
2025
Q3 		$1.15M Buy
11,866
+462
+4% +$43.8K 0.03% 562
2025
Q2 		$1.05M Buy
11,404
+403
+4% +$34.8K 0.03% 528
2025
Q1 		$936K Sell
11,001
-779
-7% -$69.5K 0.03% 499
2024
Q4 		$1.04M Sell
11,780
-484
-4% -$43.9K 0.03% 468
2024
Q3 		$1.08M Sell
12,264
-736
-6% -$62K 0.04% 420
2024
Q2 		$1.05M Sell
13,000
-1,429
-10% -$116K 0.04% 392
2024
Q1 		$1.21M Buy
14,429
+1,279
+10% +$101K 0.06% 334
2023
Q4 		$1.02M Buy
13,150
+2,724
+26% +$194K 0.05% 358
2023
Q3 		$722K Sell
10,426
-5,618
-35% -$410K 0.05% 401
2023
Q2 		$1.17M Sell
16,044
-5,095
-24% -$354K 0.08% 273
2023
Q1 		$1.48M Buy
21,139
+7,838
+59% +$553K 0.12% 196
2022
Q4 		$897K Buy
13,301
+14
+0.1% +$944 0.08% 263
2022
Q3 		$826K Buy
13,287
+280
+2% +$19.3K 0.07% 266
2022
Q2 		$841K Sell
13,007
-23
-0.2% -$1.64K 0.09% 259
2022
Q1 		$1.02M Buy
13,030
+1,380
+12% +$106K 0.08% 249
2021
Q4 		$967K Buy
11,650
+2,987
+34% +$245K 0.08% 261
2021
Q3 		$678K Buy
8,663
+1,729
+25% +$139K 0.07% 300
2021
Q2 		$549K Sell
6,934
-443
-6% -$34.4K 0.06% 340
2021
Q1 		$545K Buy
7,377
+19
+0.3% +$1.37K 0.07% 315
2020
Q4 		$504K Buy
7,358
+399
+6% +$25.4K 0.07% 304
2020
Q3 		$399K Buy
6,959
+183
+3% +$10.4K 0.08% 286
2020
Q2 		$363K Buy
6,776
+241
+4% +$12.1K 0.08% 275
2020
Q1 		$282K Buy
+6,535
New +$360K 0.08% 265

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

Independent Financial Group's IWR Position: Q2 2026 in Review

Independent Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.5% in Q2 2026, buying an estimated $96K and bringing the position to 13,086 shares worth $1.44M. The position accounts for 0.03% of the portfolio, ranked #563.

Independent Financial Group first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.48M in Q1 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Independent Financial Group held 13,086 shares of iShares Russell Mid-Cap ETF worth $1.44M as of Q2 2026.
  • Independent Financial Group bought 913 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $96K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #563 holding.
  • Independent Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's iShares Russell Mid-Cap ETF position peaked at $1.48M in Q1 2023.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.