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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Mullaney, Keating & Wright Middletown, Connecticut $207M AUM 26.34% 1-Year Est. Return