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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
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

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

OFC Financial Planning's IWR Position: Q2 2026 in Review

OFC Financial Planning held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 10,549 shares worth $1.16M. The position accounts for 1.03% of the portfolio, ranked #27.

OFC Financial Planning first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,122 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • OFC Financial Planning held 10,549 shares of iShares Russell Mid-Cap ETF worth $1.16M as of Q2 2026.
  • OFC Financial Planning left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 1.03% of OFC Financial Planning's portfolio in Q2 2026, its #27 holding.
  • OFC Financial Planning first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,122 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.