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

Journey Advisory 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	$356K	Buy	+3,228	New	+$340K	0.03%	230

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

Journey Advisory Group's IWR Position: Q2 2026 in Review

Journey Advisory Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 3,228 shares worth $356K. The stake represents 0.03% of the portfolio and ranks #230 among its holdings.

1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Journey Advisory Group held 3,228 shares of iShares Russell Mid-Cap ETF worth $356K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Journey Advisory Group position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Journey Advisory Group's portfolio in Q2 2026, its #230 holding.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.