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Personal CFO Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Personal CFO Solutions’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 		$216K Sell
2,217
-703
-24% -$70.2K 0.03% 488
2025
Q4 		$281K Buy
2,920
+703
+32% +$67.6K 0.04% 392
2025
Q3 		$214K Sell
2,217
-1,071
-33% -$102K 0.04% 468
2025
Q2 		$302K Buy
+3,288
New +$284K 0.06% 327
2025
Q1 		– Sell
-3,475
Closed -$307K – 474
2024
Q4 		$307K Buy
+3,475
New +$315K 0.06% 316
2024
Q3 		– Sell
-2,486
Closed -$202K – 579
2024
Q2 		$202K Hold
2,486
– – 0.03% 508
2024
Q1 		$209K Sell
2,486
-448
-15% -$35.5K 0.03% 510
2023
Q4 		$228K Sell
2,934
-930
-24% -$66.1K 0.04% 452
2023
Q3 		$268K Buy
+3,864
New +$282K 0.05% 350
2022
Q1 		– Sell
-3,277
Closed -$272K – 496
2021
Q4 		$272K Hold
3,277
– – 0.05% 355
2021
Q3 		$256K Hold
3,277
– – 0.05% 349
2021
Q2 		$260K Hold
3,277
– – 0.05% 332
2021
Q1 		$242K Sell
3,277
-340
-9% -$24.6K 0.05% 328
2020
Q4 		$248K Hold
3,617
– – 0.06% 291
2020
Q3 		$0 Sell
3,617
-486
-12% -$27.7K ﹤0.01% 241
2020
Q2 		$220K Sell
4,103
-1,080
-21% -$54.1K 0.07% 266
2020
Q1 		$224K Sell
5,183
-301
-5% -$16.6K 0.08% 220
2019
Q4 		$327K Hold
5,484
– – 0.09% 189
2019
Q3 		$307K Buy
+5,484
New +$307K 0.12% 193

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

Personal CFO Solutions's IWR Position: Q1 2026 in Review

Personal CFO Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 24% in Q1 2026, selling an estimated $70.2K and leaving 2,217 shares worth $216K. The position accounts for 0.03% of the portfolio, ranked #488.

Personal CFO Solutions first reported a position in IWR in Q3 2019 and has held it in 19 quarters since. The position peaked at $327K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Personal CFO Solutions held 2,217 shares of iShares Russell Mid-Cap ETF worth $216K as of Q1 2026.
  • Personal CFO Solutions sold 703 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $70.2K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Personal CFO Solutions's portfolio in Q1 2026, its #488 holding.
  • Personal CFO Solutions first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 19 quarters since.
  • Personal CFO Solutions's iShares Russell Mid-Cap ETF position peaked at $327K in Q4 2019.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.