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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
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
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

My Personal CFO LLC's IWR Position: Q1 2026 in Review

My Personal CFO LLC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.5% in Q1 2026, selling an estimated $31.6K and leaving 5,409 shares worth $526K. The position accounts for 0.23% of the portfolio, ranked #57.

My Personal CFO LLC first reported a position in IWR in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.06M in Q1 2023. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • My Personal CFO LLC held 5,409 shares of iShares Russell Mid-Cap ETF worth $526K as of Q1 2026.
  • My Personal CFO LLC sold 316 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $31.6K.
  • iShares Russell Mid-Cap ETF made up 0.23% of My Personal CFO LLC's portfolio in Q1 2026, its #57 holding.
  • My Personal CFO LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • My Personal CFO LLC's iShares Russell Mid-Cap ETF position peaked at $1.06M in Q1 2023.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on My Personal CFO LLC's 13F filing for Q1 2026, filed 22 Apr 2026.