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 Q2	$1.23M	Buy	11,182 +2,417	+28%	+$254K	0.43%	58
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 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

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

Midwest Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 28% in Q2 2026, buying an estimated $254K and bringing the position to 11,182 shares worth $1.23M. The position accounts for 0.43% of the portfolio, ranked #58.

Midwest Financial Group first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Midwest Financial Group held 11,182 shares of iShares Russell Mid-Cap ETF worth $1.23M as of Q2 2026.
Midwest Financial Group bought 2,417 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $254K.
iShares Russell Mid-Cap ETF made up 0.43% of Midwest Financial Group's portfolio in Q2 2026, its #58 holding.
Midwest Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.