OFC Financial Planning
IWR icon

OFC Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

OFC Financial Planning’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
Q3 		$1.13M Hold
10,549
– – 0.97% 29
2026
Q2 		$1.16M Hold
10,549
– – 1.03% 27
2026
Q1 		$1.03M Hold
10,549
– – 1.01% 30
2025
Q4 		$1.02M Sell
10,549
-300
-3% -$28.8K 0.96% 27
2025
Q3 		$1.05M Sell
10,849
-842
-7% -$79.8K 1.04% 26
2025
Q2 		$1.08M Hold
11,691
– – 1.14% 23
2025
Q1 		$995K Sell
11,691
-65
-0.6% -$5.8K 1.13% 22
2024
Q4 		$1.04M Buy
+11,756
New +$1.07M 1.1% 20

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

OFC Financial Planning's IWR Position: Q3 2026 in Review

OFC Financial Planning held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 10,549 shares worth $1.13M. The position accounts for 0.97% of the portfolio, ranked #29.

OFC Financial Planning first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.16M in Q2 2026. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • OFC Financial Planning held 10,549 shares of iShares Russell Mid-Cap ETF worth $1.13M as of Q3 2026.
  • OFC Financial Planning left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.97% of OFC Financial Planning's portfolio in Q3 2026, its #29 holding.
  • OFC Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • OFC Financial Planning's iShares Russell Mid-Cap ETF position peaked at $1.16M in Q2 2026.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.