Mach-1 Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mach-1 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	$570K	Sell	5,171 -97	-2%	-$10.2K	0.22%	54
2026 Q1	$512K	Buy	5,268 +287	+6%	+$28.7K	0.18%	87
2025 Q4	$480K	Buy	+4,981	New	+$479K	0.1%	170
2025 Q3	–	Sell	-5,020	Closed	-$462K	–	332
2025 Q2	$462K	Sell	5,020 -172	-3%	-$14.9K	0.13%	120
2025 Q1	$442K	Buy	+5,192	New	+$463K	0.13%	129
2024 Q4	–	Sell	-5,458	Closed	-$481K	–	71
2024 Q3	$481K	Buy	5,458 +282	+5%	+$23.8K	0.3%	38
2024 Q2	$421K	Buy	5,176 +390	+8%	+$31.7K	0.28%	39
2024 Q1	$402K	Buy	4,786 +126	+3%	+$9.98K	0.31%	35
2023 Q4	$362K	Buy	4,660 +247	+6%	+$17.5K	0.14%	173
2023 Q3	$306K	Buy	4,413 +219	+5%	+$16K	0.13%	170
2023 Q2	$306K	Buy	+4,194	New	+$292K	0.09%	168

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

Mach-1 Financial Group's IWR Position: Q2 2026 in Review

Mach-1 Financial Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.8% in Q2 2026, selling an estimated $10.2K and leaving 5,171 shares worth $570K. The position accounts for 0.22% of the portfolio, ranked #54.

Mach-1 Financial Group first reported a position in IWR in Q2 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mach-1 Financial Group held 5,171 shares of iShares Russell Mid-Cap ETF worth $570K as of Q2 2026.
Mach-1 Financial Group sold 97 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.2K.
iShares Russell Mid-Cap ETF made up 0.22% of Mach-1 Financial Group's portfolio in Q2 2026, its #54 holding.
Mach-1 Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mach-1 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.