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

Magnus 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	$457K	Buy	4,144 +10	+0.2%	+$1.05K	0.03%	253
2026 Q1	$402K	Buy	4,134 +10	+0.2%	+$999	0.03%	254
2025 Q4	$397K	Buy	4,124 +15	+0.4%	+$1.44K	0.03%	295
2025 Q3	$397K	Buy	4,109 +163	+4%	+$15.5K	0.03%	284
2025 Q2	$363K	Sell	3,946 -67	-2%	-$5.79K	0.03%	277
2025 Q1	$341K	Sell	4,013 -14	-0.3%	-$1.25K	0.03%	272
2024 Q4	$356K	Buy	4,027 +14	+0.3%	+$1.27K	0.03%	252
2024 Q3	$354K	Buy	4,013 +15	+0.4%	+$1.26K	0.04%	250
2024 Q2	$324K	Buy	3,998 +10	+0.3%	+$814	0.04%	242
2024 Q1	$335K	Buy	3,988 +300	+8%	+$23.8K	0.04%	233
2023 Q4	$287K	Buy	+3,688	New	+$262K	0.04%	225
2022 Q2	–	Sell	-2,984	Closed	-$233K	–	293
2022 Q1	$233K	Buy	2,984 +329	+12%	+$25.3K	0.04%	254
2021 Q4	$220K	Buy	2,655 +33	+1%	+$2.71K	0.04%	232
2021 Q3	$205K	Hold	2,622	–	–	0.04%	231
2021 Q2	$208K	Buy	+2,622	New	+$203K	0.05%	226
2020 Q1	–	Sell	-7,961	Closed	-$475K	–	623
2019 Q4	$475K	Buy	7,961 +116	+1%	+$6.66K	0.07%	156
2019 Q3	$439K	Buy	+7,845	New	+$439K	0.08%	141

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

Magnus Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.24% in Q2 2026, buying an estimated $1.05K and bringing the position to 4,144 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #253.

Magnus Financial Group first reported a position in IWR in Q3 2019 and has held it in 17 quarters since. The position peaked at $475K in Q4 2019. 551 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Magnus Financial Group held 4,144 shares of iShares Russell Mid-Cap ETF worth $457K as of Q2 2026.
Magnus Financial Group bought 10 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.05K.
iShares Russell Mid-Cap ETF made up 0.03% of Magnus Financial Group's portfolio in Q2 2026, its #253 holding.
Magnus Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 17 quarters since.
Magnus Financial Group's iShares Russell Mid-Cap ETF position peaked at $475K in Q4 2019.
551 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.