MCF Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MCF Advisors’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	$35.1M	Buy	318,059 +765	+0.2%	+$80.5K	1.25%	19
2026 Q1	$30.9M	Buy	317,294 +307,867	+3,266%	+$30.8M	1.35%	19
2025 Q4	$907K	Buy	9,427 +794	+9%	+$76.3K	0.05%	142
2025 Q3	$834K	Buy	8,633 +148	+2%	+$14K	0.05%	115
2025 Q2	$780K	Buy	8,485 +2	+0%	+$173	0.05%	110
2025 Q1	$722K	Sell	8,483 -1,043	-11%	-$93K	0.05%	110
2024 Q4	$842K	Buy	9,526 +2,239	+31%	+$203K	0.06%	99
2024 Q3	$642K	Sell	7,287 -46	-0.6%	-$3.88K	0.05%	123
2024 Q2	$595K	Sell	7,333 -2	-0%	-$163	0.05%	119
2024 Q1	$617K	Buy	7,335 +2	+0%	+$158	0.05%	118
2023 Q4	$570K	Buy	7,333 +6	+0.1%	+$426	0.05%	122
2023 Q3	$508K	Sell	7,327 -18	-0.2%	-$1.31K	0.05%	119
2023 Q2	$536K	Sell	7,345 -7	-0.1%	-$487	0.05%	116
2023 Q1	$514K	Sell	7,352 -12	-0.2%	-$847	0.05%	123
2022 Q4	$497K	Buy	7,364 +6	+0.1%	+$405	0.05%	117
2022 Q3	$457K	Sell	7,358 -10	-0.1%	-$688	0.05%	116
2022 Q2	$476K	Buy	7,368 +2	+0%	+$142	0.05%	106
2022 Q1	$575K	Buy	+7,366	New	+$567K	0.05%	100
2021 Q4	–	Sell	-7,361	Closed	-$576K	–	372
2021 Q3	$576K	Hold	7,361	–	–	0.06%	90
2021 Q2	$583K	Buy	7,361 +5	+0.1%	+$388	0.06%	82
2021 Q1	$544K	Sell	7,356 -230	-3%	-$16.6K	0.06%	82
2020 Q4	$520K	Sell	7,586 -564	-7%	-$35.9K	0.06%	73
2020 Q3	$468K	Sell	8,150 -149	-2%	-$8.48K	0.06%	78
2020 Q2	$445K	Sell	8,299 -11,645	-58%	-$584K	0.06%	83
2020 Q1	$861K	Sell	19,944 -1,432	-7%	-$78.8K	0.14%	49
2019 Q4	$1.27M	Buy	21,376 +87	+0.4%	+$5K	0.19%	51
2019 Q3	$1.19M	Sell	21,289 -17	-0.1%	-$950	0.19%	51
2019 Q2	$1.19M	Sell	21,306 -3,223	-13%	-$177K	0.2%	50
2019 Q1	$1.32M	Sell	24,529 -322	-1%	-$16.7K	0.23%	45
2018 Q4	$1.16M	Buy	24,851 +13,123	+112%	+$662K	0.22%	40
2018 Q3	$646K	Sell	11,728 -904	-7%	-$49.5K	0.11%	61
2018 Q2	$670K	Sell	12,632 -100	-0.8%	-$5.26K	0.13%	55
2018 Q1	$657K	Buy	12,732 +248	+2%	+$13.1K	0.13%	50
2017 Q4	$649K	Sell	12,484 -4	-0%	-$203	0.12%	52
2017 Q3	$615K	Sell	12,488 -9,260	-43%	-$447K	0.12%	48
2017 Q2	$1.04M	Sell	21,748 -404	-2%	-$19.2K	0.21%	36
2017 Q1	$1.04M	Sell	22,152 -5,100	-19%	-$236K	0.22%	36
2016 Q4	$1.22M	Sell	27,252 -8,152	-23%	-$357K	0.27%	30
2016 Q3	$1.54M	Buy	35,404 +1,456	+4%	+$63.1K	0.37%	27
2016 Q2	$1.43M	Buy	33,948 +632	+2%	+$26.1K	0.35%	29
2016 Q1	$1.36M	Sell	33,316 -532	-2%	-$20.2K	0.35%	27
2015 Q4	$1.35M	Buy	33,848 +5,536	+20%	+$226K	0.36%	24
2015 Q3	$1.1M	Sell	28,312 -488	-2%	-$20.2K	0.28%	30
2015 Q2	$1.23M	Sell	28,800 -196	-0.7%	-$8.52K	0.31%	26
2015 Q1	$1.25M	Buy	28,996 +5,628	+24%	+$239K	0.31%	26
2014 Q4	$976K	Sell	23,368 -880	-4%	-$35.7K	0.27%	28
2014 Q3	$938K	Buy	24,248 +148	+0.6%	+$5.96K	0.28%	33
2014 Q2	$932K	Buy	24,100 +1,900	+9%	+$74.1K	0.29%	29
2014 Q1	$859K	Buy	22,200 +2,140	+11%	+$81.1K	0.29%	31
2013 Q4	$776K	Buy	20,060 +1,132	+6%	+$40.9K	0.27%	31
2013 Q3	$732K	Sell	18,928 -1,408	-7%	-$48.1K	0.4%	26
2013 Q2	$787K	Buy	+20,336	New	+$659K	0.47%	22

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

MCF Advisors's IWR Position: Q2 2026 in Review

MCF Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.24% in Q2 2026, buying an estimated $80.5K and bringing the position to 318,059 shares worth $35.1M. The position accounts for 1.25% of the portfolio, ranked #19.

MCF Advisors first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,583 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MCF Advisors held 318,059 shares of iShares Russell Mid-Cap ETF worth $35.1M as of Q2 2026.
MCF Advisors bought 765 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $80.5K.
iShares Russell Mid-Cap ETF made up 1.25% of MCF Advisors's portfolio in Q2 2026, its #19 holding.
MCF Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
1,583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.