PFG Advisors
IWR icon

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
Q3 		$2.55M Sell
23,917
-4,477
-16% -$495K 0.13% 193
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 $84.4B AUM 20.16% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

PFG Advisors's IWR Position: Q3 2026 in Review

PFG Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q3 2026, selling an estimated $495K and leaving 23,917 shares worth $2.55M. The position accounts for 0.13% of the portfolio, ranked #193.

PFG Advisors first reported a position in IWR in Q1 2018 and has held it in 14 quarters since. The position peaked at $3.13M in Q2 2026. 738 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • PFG Advisors held 23,917 shares of iShares Russell Mid-Cap ETF worth $2.55M as of Q3 2026.
  • PFG Advisors sold 4,477 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $495K.
  • iShares Russell Mid-Cap ETF made up 0.13% of PFG Advisors's portfolio in Q3 2026, its #193 holding.
  • PFG Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 14 quarters since.
  • PFG Advisors's iShares Russell Mid-Cap ETF position peaked at $3.13M in Q2 2026.
  • 738 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.