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

PFW 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	$19.8M	Sell	179,719 -1,649	-0.9%	-$173K	5.78%	5
2026 Q1	$17.6M	Sell	181,368 -1,066	-0.6%	-$106K	5.55%	5
2025 Q4	$17.6M	Buy	182,434 +301	+0.2%	+$28.9K	5.3%	5
2025 Q3	$17.6M	Sell	182,133 -907	-0.5%	-$86K	5.2%	5
2025 Q2	$16.8M	Sell	183,040 -5,556	-3%	-$480K	5.18%	5
2025 Q1	$16M	Sell	188,596 -4,403	-2%	-$393K	5.03%	5
2024 Q4	$17.1M	Buy	+192,999	New	+$17.5M	5.25%	5
2024 Q2	$15.9M	Sell	196,269 -5,919	-3%	-$482K	5.06%	5
2024 Q1	$17M	Sell	202,188 -8,714	-4%	-$691K	5.2%	5
2023 Q4	$16.4M	Buy	210,902 +5,085	+2%	+$361K	5.24%	5
2023 Q3	$14.3M	Buy	205,817 +538	+0.3%	+$39.2K	5.03%	6
2023 Q2	$15.1M	Buy	+205,279	New	+$14.3M	5.04%	6
2019 Q3	$17.3M	Buy	+195,789	New	+$10.9M	5.22%	5

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

PFW Advisors's IWR Position: Q2 2026 in Review

PFW Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.91% in Q2 2026, selling an estimated $173K and leaving 179,719 shares worth $19.8M. The position accounts for 5.78% of the portfolio, ranked #5.

PFW Advisors first reported a position in IWR in Q3 2019 and has held it in 13 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

PFW Advisors held 179,719 shares of iShares Russell Mid-Cap ETF worth $19.8M as of Q2 2026.
PFW Advisors sold 1,649 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $173K.
iShares Russell Mid-Cap ETF made up 5.78% of PFW Advisors's portfolio in Q2 2026, its #5 holding.
PFW Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 13 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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