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NFP Retirement Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

NFP Retirement Inc’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 		$409K Sell
4,208
-126
-3% -$12.6K 0.02% 219
2025
Q4 		$417K Buy
4,334
+134
+3% +$12.9K 0.03% 216
2025
Q3 		$406K Sell
4,200
-48
-1% -$4.55K 0.03% 220
2025
Q2 		$391K Buy
4,248
+130
+3% +$11.2K 0.03% 228
2025
Q1 		$350K Buy
4,118
+2
+0% +$178 0.03% 216
2024
Q4 		$364K Sell
4,116
-925
-18% -$84K 0.03% 217
2024
Q3 		$444K Buy
5,041
+5
+0.1% +$421 0.04% 196
2024
Q2 		$408K Buy
5,036
+13
+0.3% +$1.06K 0.03% 200
2024
Q1 		$422K Buy
5,023
+4
+0.1% +$317 0.04% 196
2023
Q4 		$390K Buy
5,019
+410
+9% +$29.1K 0.07% 167
2023
Q3 		$319K Sell
4,609
-144
-3% -$10.5K 0.06% 176
2023
Q2 		$347K Buy
4,753
+2
+0% +$139 0.06% 175
2023
Q1 		$332K Sell
4,751
-458
-9% -$32.3K 0.07% 185
2022
Q4 		$351K Buy
5,209
+303
+6% +$20.4K 0.08% 175
2022
Q3 		$305K Sell
4,906
-880
-15% -$60.5K 0.08% 181
2022
Q2 		$374K Buy
5,786
+19
+0.3% +$1.35K 0.09% 160
2022
Q1 		$450K Buy
+5,767
New +$444K 0.11% 138

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

NFP Retirement Inc's IWR Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q1 2026, selling an estimated $12.6K and leaving 4,208 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #219.

NFP Retirement Inc first reported a position in IWR in Q1 2022 and has held it in 17 quarters since. The position peaked at $450K in Q1 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • NFP Retirement Inc held 4,208 shares of iShares Russell Mid-Cap ETF worth $409K as of Q1 2026.
  • NFP Retirement Inc sold 126 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $12.6K.
  • iShares Russell Mid-Cap ETF made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #219 holding.
  • NFP Retirement Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's iShares Russell Mid-Cap ETF position peaked at $450K in Q1 2022.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.