Pacific Center for Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pacific Center for Financial Services’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	$49.4K	Hold	448	–	–	0.01%	212
2026 Q1	$43.6K	Hold	448	–	–	0.01%	209
2025 Q4	$43.3K	Hold	448	–	–	0.01%	210
2025 Q3	$43.3K	Hold	448	–	–	0.01%	210
2025 Q2	$41.2K	Hold	448	–	–	0.01%	204
2025 Q1	$38.1K	Hold	448	–	–	0.01%	206
2024 Q4	$39.6K	Hold	448	–	–	0.01%	204
2024 Q3	$39.5K	Hold	448	–	–	0.01%	201
2024 Q2	$36.3K	Hold	448	–	–	0.01%	200
2024 Q1	$37.7K	Hold	448	–	–	0.01%	204
2023 Q4	$34.8K	Hold	448	–	–	0.01%	192
2023 Q3	$31K	Hold	448	–	–	0.01%	203
2023 Q2	$32.7K	Hold	448	–	–	0.01%	192
2023 Q1	$31.3K	Buy	+448	New	+$31.6K	0.01%	196
2022 Q3	$28K	Hold	448	–	–	0.01%	200
2022 Q2	$29K	Hold	448	–	–	0.01%	190
2022 Q1	$35K	Hold	448	–	–	0.01%	184
2021 Q4	$37K	Hold	448	–	–	0.01%	183
2021 Q3	$35K	Hold	448	–	–	0.02%	187
2021 Q2	$35K	Hold	448	–	–	0.02%	184
2021 Q1	$33K	Hold	448	–	–	0.02%	178
2020 Q4	$31K	Hold	448	–	–	0.01%	178
2020 Q3	$26K	Hold	448	–	–	0.01%	159
2020 Q2	$24K	Hold	448	–	–	0.01%	156
2020 Q1	$19K	Hold	448	–	–	0.01%	155
2019 Q4	$27K	Hold	448	–	–	0.01%	162
2019 Q3	$25K	Hold	448	–	–	0.01%	162
2019 Q2	$25K	Hold	448	–	–	0.01%	161
2019 Q1	$24K	Hold	448	–	–	0.01%	151
2018 Q4	$21K	Hold	448	–	–	0.01%	158
2018 Q3	$25K	Hold	448	–	–	0.01%	156
2018 Q2	$24K	Hold	448	–	–	0.01%	145
2018 Q1	$23K	Hold	448	–	–	0.01%	144
2017 Q4	$23K	Hold	448	–	–	0.01%	143
2017 Q3	$22K	Hold	448	–	–	0.01%	141
2017 Q2	$22K	Hold	448	–	–	0.01%	136
2017 Q1	$21K	Hold	448	–	–	0.01%	135
2016 Q4	$20K	Buy	+448	New	+$19.6K	0.02%	143

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pacific Center for Financial Services's IWR Position: Q2 2026 in Review

Pacific Center for Financial Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 448 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #212.

Pacific Center for Financial Services first reported a position in IWR in Q4 2016 and has held it in 38 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pacific Center for Financial Services held 448 shares of iShares Russell Mid-Cap ETF worth $49.4K as of Q2 2026.
Pacific Center for Financial Services left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #212 holding.
Pacific Center for Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.