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PFG Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PFG Advisors’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 		$3.13M Buy
28,394
+805
+3% +$84.7K 0.16% 163
2026
Q1 		$2.68M Buy
27,589
+13,232
+92% +$1.32M 0.13% 197
2025
Q4 		$1.38M Buy
14,357
+1,754
+14% +$169K 0.07% 303
2025
Q3 		$1.22M Buy
+12,603
New +$1.19M 0.05% 360
2025
Q2 		– Sell
-4,421
Closed -$376K – 704
2025
Q1 		$376K Buy
4,421
+44
+1% +$3.92K 0.02% 539
2024
Q4 		$387K Sell
4,377
-136
-3% -$12.3K 0.02% 522
2024
Q3 		$398K Sell
4,513
-4,975
-52% -$419K 0.03% 512
2024
Q2 		$769K Buy
9,488
+1,446
+18% +$118K 0.05% 340
2024
Q1 		$676K Buy
8,042
+3,618
+82% +$287K 0.05% 339
2023
Q4 		$344K Buy
4,424
+712
+19% +$50.6K 0.03% 449
2023
Q3 		$257K Buy
+3,712
New +$271K 0.02% 504
2018
Q3 		– Sell
-3,912
Closed -$207K – 164
2018
Q2 		$207K Buy
3,912
+16
+0.4% +$842 0.18% 136
2018
Q1 		$201K Buy
+3,896
New +$205K 0.19% 140

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

PFG Advisors's IWR Position: Q2 2026 in Review

PFG Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, buying an estimated $84.7K and bringing the position to 28,394 shares worth $3.13M. The position accounts for 0.16% of the portfolio, ranked #163.

PFG Advisors first reported a position in IWR in Q1 2018 and has held it in 13 quarters since. 680 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • PFG Advisors held 28,394 shares of iShares Russell Mid-Cap ETF worth $3.13M as of Q2 2026.
  • PFG Advisors bought 805 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $84.7K.
  • iShares Russell Mid-Cap ETF made up 0.16% of PFG Advisors's portfolio in Q2 2026, its #163 holding.
  • PFG Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 13 quarters since.
  • 680 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.