MGO One Seven’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MGO One Seven’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	$423K	Sell	3,832 -742	-16%	-$78K	0.01%	1058
2026 Q1	$445K	Sell	4,574 -201	-4%	-$20.1K	0.01%	949
2025 Q4	$460K	Sell	4,775 -98	-2%	-$9.42K	0.01%	909
2025 Q3	$470K	Buy	4,873 +655	+16%	+$62.1K	0.01%	836
2025 Q2	$388K	Sell	4,218 -1,538	-27%	-$133K	0.01%	816
2025 Q1	$490K	Sell	5,756 -327	-5%	-$29.2K	0.02%	634
2024 Q4	$538K	Buy	6,083 +1,162	+24%	+$105K	0.02%	605
2024 Q3	$434K	Sell	4,921 -769	-14%	-$64.8K	0.02%	636
2024 Q2	$461K	Buy	5,690 +1,921	+51%	+$156K	0.02%	589
2024 Q1	$317K	Buy	3,769 +172	+5%	+$13.6K	0.02%	705
2023 Q4	$280K	Buy	3,597 +411	+13%	+$29.2K	0.02%	724
2023 Q3	$221K	Buy	+3,186	New	+$232K	0.02%	731
2022 Q4	–	Sell	-4,326	Closed	-$268K	–	763
2022 Q3	$268K	Buy	+4,326	New	+$298K	0.01%	570
2021 Q1	–	Sell	-5,748	Closed	-$394K	–	564
2020 Q4	$394K	Buy	+5,748	New	+$366K	0.08%	315

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

MGO One Seven's IWR Position: Q2 2026 in Review

MGO One Seven reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q2 2026, selling an estimated $78K and leaving 3,832 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #1058.

MGO One Seven first reported a position in IWR in Q4 2020 and has held it in 14 quarters since. The position peaked at $538K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MGO One Seven held 3,832 shares of iShares Russell Mid-Cap ETF worth $423K as of Q2 2026.
MGO One Seven sold 742 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $78K.
iShares Russell Mid-Cap ETF made up 0.01% of MGO One Seven's portfolio in Q2 2026, its #1058 holding.
MGO One Seven first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 14 quarters since.
MGO One Seven's iShares Russell Mid-Cap ETF position peaked at $538K in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MGO One Seven's 13F filing for Q2 2026, filed 31 Jul 2026.