Larson Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Larson Financial 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	$953K	Buy	8,636 +1,019	+13%	+$107K	0.03%	381
2026 Q1	$741K	Buy	7,617 +18	+0.2%	+$1.8K	0.02%	373
2025 Q4	$732K	Sell	7,599 -42	-0.5%	-$4.04K	0.02%	373
2025 Q3	$738K	Sell	7,641 -1,065	-12%	-$101K	0.03%	368
2025 Q2	$801K	Buy	8,706 +1,661	+24%	+$143K	0.03%	333
2025 Q1	$599K	Sell	7,045 -802	-10%	-$71.5K	0.03%	351
2024 Q4	$694K	Buy	7,847 +1,149	+17%	+$104K	0.04%	295
2024 Q3	$590K	Buy	6,698 +26	+0.4%	+$2.19K	0.03%	303
2024 Q2	$541K	Sell	6,672 -63	-0.9%	-$5.13K	0.04%	260
2024 Q1	$566K	Buy	6,735 +510	+8%	+$40.4K	0.04%	221
2023 Q4	$484K	Buy	6,225 +208	+3%	+$14.8K	0.04%	226
2023 Q3	$417K	Hold	6,017	–	–	0.04%	216
2023 Q2	$439K	Hold	6,017	–	–	0.04%	211
2023 Q1	$421K	Hold	6,017	–	–	0.05%	223
2022 Q4	$406K	Hold	6,017	–	–	0.05%	217
2022 Q3	$374K	Hold	6,017	–	–	0.05%	193
2022 Q2	$389K	Buy	6,017 +5,573	+1,255%	+$397K	0.07%	118
2022 Q1	$35K	Hold	444	–	–	0.01%	433
2021 Q4	$37K	Hold	444	–	–	0.01%	435
2021 Q3	$35K	Buy	+444	New	+$35.6K	0.01%	359
2021 Q2	–	Sell	-320	Closed	-$24K	–	876
2021 Q1	$24K	Buy	320 +1	+0.3%	+$72	0.01%	375
2020 Q4	$22K	Buy	319 +1	+0.3%	+$64	0.01%	353
2020 Q3	$18K	Buy	318 +1	+0.3%	+$57	0.01%	343
2020 Q2	$17K	Buy	+317	New	+$15.9K	0.01%	303
2019 Q4	–	Sell	-228	Closed	-$13K	–	618
2019 Q3	$13K	Buy	+228	New	+$12.7K	0.01%	273

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

Larson Financial Group's IWR Position: Q2 2026 in Review

Larson Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q2 2026, buying an estimated $107K and bringing the position to 8,636 shares worth $953K. The position accounts for 0.03% of the portfolio, ranked #381.

Larson Financial Group first reported a position in IWR in Q3 2019 and has held it in 25 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Larson Financial Group held 8,636 shares of iShares Russell Mid-Cap ETF worth $953K as of Q2 2026.
Larson Financial Group bought 1,019 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $107K.
iShares Russell Mid-Cap ETF made up 0.03% of Larson Financial Group's portfolio in Q2 2026, its #381 holding.
Larson Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 25 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.