Investor's Fiduciary Advisor Network’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Investor's Fiduciary Advisor Network’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	$315K	Buy	+2,862	New	+$301K	0.11%	159
2026 Q1	–	Sell	-5,296	Closed	-$509K	–	289
2025 Q4	$509K	Buy	+5,296	New	+$509K	0.11%	170

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Investor's Fiduciary Advisor Network's IWR Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,862 shares worth $315K. The stake represents 0.11% of the portfolio and ranks #159 among its holdings. This is a return to the name: Investor's Fiduciary Advisor Network previously reported a position in IWR as recently as Q4 2025.

Investor's Fiduciary Advisor Network first reported a position in IWR in Q4 2025 and has held it in 2 quarters since. The position peaked at $509K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Investor's Fiduciary Advisor Network held 2,862 shares of iShares Russell Mid-Cap ETF worth $315K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Investor's Fiduciary Advisor Network position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.11% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #159 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
Investor's Fiduciary Advisor Network's iShares Russell Mid-Cap ETF position peaked at $509K in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.