KFA Private Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

KFA Private Wealth 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	–	Sell	-4,992	Closed	-$485K	–	162
2026 Q1	$485K	Sell	4,992 -31	-0.6%	-$3.1K	0.12%	82
2025 Q4	$484K	Buy	5,023 +1	+0%	+$96	0.12%	83
2025 Q3	$485K	Hold	5,022	–	–	0.14%	71
2025 Q2	$462K	Sell	5,022 -108	-2%	-$9.33K	0.14%	76
2025 Q1	$436K	Buy	+5,130	New	+$458K	0.15%	68
2020 Q3	–	Sell	-4,034	Closed	-$216K	–	66
2020 Q2	$216K	Buy	+4,034	New	+$202K	0.21%	47

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

KFA Private Wealth Group's IWR Position: Q2 2026 in Review

KFA Private Wealth Group sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 4,992 shares — an estimated $485K sold.

KFA Private Wealth Group first reported a position in IWR in Q2 2020 and held it in 6 quarters. The position peaked at $485K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

KFA Private Wealth Group reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
KFA Private Wealth Group sold 4,992 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $485K.
KFA Private Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 6 quarters.
KFA Private Wealth Group's iShares Russell Mid-Cap ETF position peaked at $485K in Q1 2026.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.