Koss-Olinger Consulting’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Koss-Olinger Consulting’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	$11.1M	Sell	114,343 -39,405	-26%	-$3.94M	0.93%	17
2025 Q4	$14.8M	Sell	153,748 -21,832	-12%	-$2.1M	1.15%	19
2025 Q3	$16.1M	Sell	175,580 -596	-0.3%	-$56.5K	1.33%	19
2025 Q2	$16.2M	Sell	176,176 -15,553	-8%	-$1.34M	1.33%	19
2025 Q1	$16.3M	Sell	191,729 -4,233	-2%	-$378K	1.37%	18
2024 Q4	$17.3M	Sell	195,962 -950	-0.5%	-$86.2K	1.52%	19
2024 Q3	$17.4M	Sell	196,912 -1,833	-0.9%	-$154K	1.51%	19
2024 Q2	$16.1M	Buy	+198,745	New	+$16.2M	1.49%	18
2024 Q1	–	Sell	-201,759	Closed	-$15.7M	–	178
2023 Q4	$15.7M	Sell	201,759 -34,759	-15%	-$2.47M	1.54%	14
2023 Q3	$16.4M	Sell	236,518 -195	-0.1%	-$14.2K	2.42%	12
2023 Q2	$17.3M	Sell	236,713 -91	-0%	-$6.33K	2.01%	12
2023 Q1	$16.6M	Buy	236,804 +5,386	+2%	+$380K	2.06%	12
2022 Q4	$15.6M	Buy	+231,418	New	+$15.6M	2.25%	11

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

Koss-Olinger Consulting's IWR Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its iShares Russell Mid-Cap ETF (IWR) stake by 26% in Q1 2026, selling an estimated $3.94M and leaving 114,343 shares worth $11.1M. The position accounts for 0.93% of the portfolio, ranked #17.

Koss-Olinger Consulting first reported a position in IWR in Q4 2022 and has held it in 13 quarters since. The position peaked at $17.4M in Q3 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Koss-Olinger Consulting held 114,343 shares of iShares Russell Mid-Cap ETF worth $11.1M as of Q1 2026.
Koss-Olinger Consulting sold 39,405 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $3.94M.
iShares Russell Mid-Cap ETF made up 0.93% of Koss-Olinger Consulting's portfolio in Q1 2026, its #17 holding.
Koss-Olinger Consulting first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 13 quarters since.
Koss-Olinger Consulting's iShares Russell Mid-Cap ETF position peaked at $17.4M in Q3 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.