Pin Oak Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pin Oak Investment 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	$8K	Hold	71	–	–	0.01%	391
2026 Q1	$7K	Hold	71	–	–	0.01%	397
2025 Q4	$7K	Sell	71 -176	-71%	-$16.9K	﹤0.01%	410
2025 Q3	$23.8K	Hold	247	–	–	0.02%	291
2025 Q2	$21K	Hold	247	–	–	0.02%	273
2025 Q1	$21K	Hold	247	–	–	0.02%	263
2024 Q4	$22K	Hold	247	–	–	0.02%	262
2024 Q3	$21K	Hold	247	–	–	0.02%	267
2024 Q2	$20K	Sell	247 -257	-51%	-$20.9K	0.02%	262
2024 Q1	$42K	Hold	504	–	–	0.04%	183
2023 Q4	$39K	Hold	504	–	–	0.04%	186
2023 Q3	$35K	Hold	504	–	–	0.04%	189
2023 Q2	$37K	Hold	504	–	–	0.04%	193
2023 Q1	$35K	Hold	504	–	–	0.04%	185
2022 Q4	$34K	Hold	504	–	–	0.04%	170
2022 Q3	$31K	Hold	504	–	–	0.04%	170
2022 Q2	$33K	Hold	504	–	–	0.04%	173
2022 Q1	$39K	Sell	504 -1,926	-79%	-$148K	0.04%	177
2021 Q4	$202K	Hold	2,430	–	–	0.2%	78
2021 Q3	$190K	Hold	2,430	–	–	0.21%	76
2021 Q2	$193K	Buy	2,430 +30	+1%	+$2.33K	0.2%	80
2021 Q1	$177K	Hold	2,400	–	–	0.15%	100
2020 Q4	$165K	Buy	2,400 +1,896	+376%	+$121K	0.14%	108
2020 Q3	$29K	Hold	504	–	–	0.03%	206
2020 Q2	$27K	Hold	504	–	–	0.03%	204
2020 Q1	$22K	Hold	504	–	–	0.02%	216
2019 Q4	$30K	Hold	504	–	–	0.02%	220
2019 Q3	$28K	Hold	504	–	–	0.02%	230
2019 Q2	$28K	Hold	504	–	–	0.02%	243
2019 Q1	$27K	Hold	504	–	–	0.02%	223
2018 Q4	$23K	Hold	504	–	–	0.02%	230
2018 Q3	$28K	Hold	504	–	–	0.02%	230
2018 Q2	$27K	Hold	504	–	–	0.02%	238
2018 Q1	$26K	Hold	504	–	–	0.02%	246
2017 Q4	$26K	Buy	+504	New	+$25.6K	0.02%	255

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

Pin Oak Investment Advisors's IWR Position: Q2 2026 in Review

Pin Oak Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 71 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #391.

Pin Oak Investment Advisors first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. The position peaked at $202K in Q4 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pin Oak Investment Advisors held 71 shares of iShares Russell Mid-Cap ETF worth $8K as of Q2 2026.
Pin Oak Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #391 holding.
Pin Oak Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
Pin Oak Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $202K in Q4 2021.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.