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

PFG Investments’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	$1.65M	Sell	14,919 -631	-4%	-$66.4K	0.06%	262
2026 Q1	$1.51M	Sell	15,550 -2,634	-14%	-$263K	0.07%	256
2025 Q4	$1.75M	Sell	18,184 -946	-5%	-$91K	0.08%	212
2025 Q3	$1.85M	Buy	19,130 +679	+4%	+$64.4K	0.1%	199
2025 Q2	$1.7M	Buy	18,451 +1,739	+10%	+$150K	0.1%	195
2025 Q1	$1.42M	Sell	16,712 -493	-3%	-$44K	0.09%	216
2024 Q4	$1.52M	Sell	17,205 -224	-1%	-$20.3K	0.09%	204
2024 Q3	$1.54M	Buy	17,429 +1,011	+6%	+$85.2K	0.1%	202
2024 Q2	$1.33M	Sell	16,418 -382	-2%	-$31.1K	0.1%	204
2024 Q1	$1.41M	Buy	16,800 +3,576	+27%	+$283K	0.09%	261
2023 Q4	$1.03M	Buy	13,224 +833	+7%	+$59.2K	0.19%	133
2023 Q3	$858K	Sell	12,391 -2,919	-19%	-$213K	0.16%	137
2023 Q2	$1.12M	Buy	15,310 +10,739	+235%	+$747K	0.2%	113
2023 Q1	$320K	Buy	+4,571	New	+$323K	0.07%	328

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

PFG Investments's IWR Position: Q2 2026 in Review

PFG Investments reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.1% in Q2 2026, selling an estimated $66.4K and leaving 14,919 shares worth $1.65M. The position accounts for 0.06% of the portfolio, ranked #262.

PFG Investments first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.85M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

PFG Investments held 14,919 shares of iShares Russell Mid-Cap ETF worth $1.65M as of Q2 2026.
PFG Investments sold 631 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $66.4K.
iShares Russell Mid-Cap ETF made up 0.06% of PFG Investments's portfolio in Q2 2026, its #262 holding.
PFG Investments first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
PFG Investments's iShares Russell Mid-Cap ETF position peaked at $1.85M in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.