My Personal CFO LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

My Personal CFO LLC’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	$597K	Hold	5,409	–	–	0.23%	56
2026 Q1	$526K	Sell	5,409 -316	-6%	-$31.6K	0.23%	57
2025 Q4	$551K	Buy	+5,725	New	+$550K	0.23%	60
2025 Q3	–	Sell	-5,718	Closed	-$526K	–	130
2025 Q2	$526K	Buy	5,718 +3	+0.1%	+$259	0.24%	59
2025 Q1	$486K	Buy	5,715 +3	+0.1%	+$268	0.24%	57
2024 Q4	$505K	Buy	5,712 +4	+0.1%	+$363	0.26%	57
2024 Q3	$503K	Sell	5,708 -1,481	-21%	-$125K	0.28%	59
2024 Q2	$583K	Buy	7,189 +2	+0%	+$163	0.31%	57
2024 Q1	$604K	Buy	7,187 +2	+0%	+$158	0.35%	57
2023 Q4	$558K	Buy	7,185 +3	+0%	+$213	0.36%	55
2023 Q3	$497K	Hold	7,182	–	–	0.4%	52
2023 Q2	$524K	Sell	7,182 -8,029	-53%	-$558K	0.41%	49
2023 Q1	$1.06M	Buy	15,211 +8,903	+141%	+$629K	0.91%	31
2022 Q4	$692K	Buy	6,308 +3,003	+91%	+$202K	0.64%	33
2022 Q3	$457K	Sell	3,305 -872	-21%	-$60K	0.69%	36
2022 Q2	$270K	Buy	4,177 +1	+0%	+$71	0.35%	47
2022 Q1	$326K	Buy	4,176 +186	+5%	+$14.3K	0.34%	44
2021 Q4	$331K	Buy	+3,990	New	+$328K	0.29%	49

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

My Personal CFO LLC's IWR Position: Q2 2026 in Review

My Personal CFO LLC held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,409 shares worth $597K. The position accounts for 0.23% of the portfolio, ranked #56.

My Personal CFO LLC first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.06M in Q1 2023. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

My Personal CFO LLC held 5,409 shares of iShares Russell Mid-Cap ETF worth $597K as of Q2 2026.
My Personal CFO LLC left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.23% of My Personal CFO LLC's portfolio in Q2 2026, its #56 holding.
My Personal CFO LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
My Personal CFO LLC's iShares Russell Mid-Cap ETF position peaked at $1.06M in Q1 2023.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on My Personal CFO LLC's 13F filing for Q2 2026, filed 22 Jul 2026.