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New England Professional Planning Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New England Professional Planning 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 		$889K Buy
8,058
+6
+0.1% +$631 0.33% 14
2026
Q1 		$783K Sell
8,052
-49
-0.6% -$4.89K 0.33% 14
2025
Q4 		$780K Sell
8,101
-2,308
-22% -$222K 0.33% 15
2025
Q3 		$1.01M Sell
10,409
-122
-1% -$11.6K 0.46% 9
2025
Q2 		$969K Buy
10,531
+7
+0.1% +$605 0.44% 11
2025
Q1 		$895K Buy
10,524
+7
+0.1% +$624 0.45% 11
2024
Q4 		$930K Buy
10,517
+2,501
+31% +$227K 0.46% 12
2024
Q3 		$706K Buy
8,016
+730
+10% +$61.5K 0.35% 14
2024
Q2 		$591K Buy
7,286
+7
+0.1% +$570 0.31% 14
2024
Q1 		$612K Buy
7,279
+6
+0.1% +$475 0.32% 14
2023
Q4 		$565K Sell
7,273
-830
-10% -$59K 0.32% 16
2023
Q3 		$561K Hold
8,103
– – 0.35% 15
2023
Q2 		$592K Buy
8,103
+6
+0.1% +$417 0.35% 14
2023
Q1 		$561K Sell
8,097
-2,288
-22% -$162K 0.34% 14
2022
Q4 		$700K Buy
10,385
+1,812
+21% +$122K 0.39% 12
2022
Q3 		$535K Buy
8,573
+1,555
+22% +$107K 0.38% 15
2022
Q2 		$453K Buy
7,018
+6
+0.1% +$427 0.31% 14
2022
Q1 		$550K Buy
7,012
+211
+3% +$16.2K 0.33% 15
2021
Q4 		$547K Buy
6,801
+144
+2% +$11.8K 0.33% 13
2021
Q3 		$553K Sell
6,657
-36
-0.5% -$2.88K 0.33% 16
2021
Q2 		$541K Buy
6,693
+3
+0% +$233 0.33% 16
2021
Q1 		$517K Sell
6,690
-692
-9% -$50K 0.32% 17
2020
Q4 		$505K Hold
7,382
– – 0.36% 17
2020
Q3 		$458K Sell
7,382
-227
-3% -$12.9K 0.36% 14
2020
Q2 		$443K Buy
7,609
+1,421
+23% +$71.2K 0.34% 21
2020
Q1 		$297K Buy
+6,188
New +$341K 0.28% 30

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

New England Professional Planning Group's IWR Position: Q2 2026 in Review

New England Professional Planning Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.07% in Q2 2026, buying an estimated $631 and bringing the position to 8,058 shares worth $889K. The position accounts for 0.33% of the portfolio, ranked #14.

New England Professional Planning Group first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.01M in Q3 2025. 933 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • New England Professional Planning Group held 8,058 shares of iShares Russell Mid-Cap ETF worth $889K as of Q2 2026.
  • New England Professional Planning Group bought 6 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $631.
  • iShares Russell Mid-Cap ETF made up 0.33% of New England Professional Planning Group's portfolio in Q2 2026, its #14 holding.
  • New England Professional Planning Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • New England Professional Planning Group's iShares Russell Mid-Cap ETF position peaked at $1.01M in Q3 2025.
  • 933 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on New England Professional Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.