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Oxford Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Oxford Financial 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 		$1.45M Hold
13,161
– – 0.07% 77
2026
Q1 		$1.28M Sell
13,161
-15,791
-55% -$1.58M 0.07% 78
2025
Q4 		$2.79M Sell
28,952
-3,617
-11% -$348K 0.15% 47
2025
Q3 		$3.14M Hold
32,569
– – 0.18% 46
2025
Q2 		$3M Hold
32,569
– – 0.18% 44
2025
Q1 		$2.77M Sell
32,569
-4,243
-12% -$378K 0.19% 44
2024
Q4 		$3.25M Buy
36,812
+14,041
+62% +$1.27M 0.21% 44
2024
Q3 		$2.01M Sell
22,771
-4,632
-17% -$390K 0.13% 56
2024
Q2 		$2.22M Buy
27,403
+12,452
+83% +$1.01M 0.15% 57
2024
Q1 		$1.26M Sell
14,951
-51
-0.3% -$4.04K 0.09% 72
2023
Q4 		$1.17M Hold
15,002
– – 0.09% 77
2023
Q3 		$1.04M Hold
15,002
– – 0.09% 76
2023
Q2 		$1.1M Hold
15,002
– – 0.1% 69
2023
Q1 		$1.05M Hold
15,002
– – 0.12% 65
2022
Q4 		$1.01M Hold
15,002
– – 0.12% 69
2022
Q3 		$932K Hold
15,002
– – 0.14% 65
2022
Q2 		$970K Hold
15,002
– – 0.14% 67
2022
Q1 		$1.17M Hold
15,002
– – 0.15% 65
2021
Q4 		$1.25M Sell
15,002
-388
-3% -$31.8K 0.14% 66
2021
Q3 		$1.2M Buy
15,390
+51
+0.3% +$4.08K 0.15% 61
2021
Q2 		$1.22M Sell
15,339
-133
-0.9% -$10.3K 0.16% 62
2021
Q1 		$1.14M Hold
15,472
– – 0.16% 58
2020
Q4 		$1.06M Hold
15,472
– – 0.15% 59
2020
Q3 		$888K Sell
15,472
-51
-0.3% -$2.9K 0.14% 64
2020
Q2 		$832K Buy
15,523
+51
+0.3% +$2.56K 0.14% 62
2020
Q1 		$668K Sell
15,472
-546
-3% -$30.1K 0.13% 67
2019
Q4 		$955K Hold
16,018
– – 0.27% 36
2019
Q3 		$896K Hold
16,018
– – 0.28% 33
2019
Q2 		$895K Hold
16,018
– – 0.29% 30
2019
Q1 		$864K Sell
16,018
-94
-0.6% -$4.87K 0.31% 31
2018
Q4 		$749K Hold
16,112
– – 0.24% 28
2018
Q3 		$888K Buy
16,112
+1,260
+8% +$69.1K 0.41% 18
2018
Q2 		$788K Sell
14,852
-52
-0.3% -$2.74K 0.41% 20
2018
Q1 		$769K Buy
+14,904
New +$785K 0.44% 19

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Oxford Financial Group's IWR Position: Q2 2026 in Review

Oxford Financial Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 13,161 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #77.

Oxford Financial Group first reported a position in IWR in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.25M in Q4 2024. 1,594 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Oxford Financial Group held 13,161 shares of iShares Russell Mid-Cap ETF worth $1.45M as of Q2 2026.
  • Oxford Financial Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.07% of Oxford Financial Group's portfolio in Q2 2026, its #77 holding.
  • Oxford Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • Oxford Financial Group's iShares Russell Mid-Cap ETF position peaked at $3.25M in Q4 2024.
  • 1,594 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.