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Kozak & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kozak & Associates’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 		$11.6K Buy
106
+1
+1% +$105 ﹤0.01% 253
2026
Q1 		$10.7K Hold
105
– – ﹤0.01% 262
2025
Q4 		$10.5K Buy
105
+100
+2,000% +$9.62K ﹤0.01% 252
2025
Q3 		$465 Buy
+5
New +$474 ﹤0.01% 421

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

Kozak & Associates's IWR Position: Q2 2026 in Review

Kozak & Associates increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.95% in Q2 2026, buying an estimated $105 and bringing the position to 106 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

Kozak & Associates first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Kozak & Associates held 106 shares of iShares Russell Mid-Cap ETF worth $11.6K as of Q2 2026.
  • Kozak & Associates bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #253 holding.
  • Kozak & Associates first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.