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

Midwest 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
Q1 		$852K Buy
8,765
+1,188
+16% +$119K 0.36% 57
2025
Q4 		$729K Buy
7,577
+1,845
+32% +$177K 0.32% 62
2025
Q3 		$553K Buy
5,732
+2,557
+81% +$242K 0.26% 66
2025
Q2 		$292K Buy
+3,175
New +$274K 0.15% 91

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Midwest Financial Group's IWR Position: Q1 2026 in Review

Midwest Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q1 2026, buying an estimated $119K and bringing the position to 8,765 shares worth $852K. The position accounts for 0.36% of the portfolio, ranked #57.

Midwest Financial Group first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Midwest Financial Group held 8,765 shares of iShares Russell Mid-Cap ETF worth $852K as of Q1 2026.
  • Midwest Financial Group bought 1,188 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $119K.
  • iShares Russell Mid-Cap ETF made up 0.36% of Midwest Financial Group's portfolio in Q1 2026, its #57 holding.
  • Midwest Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Midwest Financial Group's 13F filing for Q1 2026, filed 22 Apr 2026.