Pinkerton Retirement Specialists’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pinkerton Retirement Specialists’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	$292K	Buy	3,007 +129	+4%	+$13.6K	0.03%	90
2026 Q1	$277K	Hold	2,878	–	–	0.03%	126
2025 Q4	$277K	Buy	2,878 +257	+10%	+$24.7K	0.03%	125
2025 Q3	$253K	Hold	2,621	–	–	0.03%	126
2025 Q2	$241K	Buy	+2,621	New	+$226K	0.03%	128

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

Pinkerton Retirement Specialists's IWR Position: Q2 2026 in Review

Pinkerton Retirement Specialists increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.5% in Q2 2026, buying an estimated $13.6K and bringing the position to 3,007 shares worth $292K. The position accounts for 0.03% of the portfolio, ranked #90.

Pinkerton Retirement Specialists first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pinkerton Retirement Specialists held 3,007 shares of iShares Russell Mid-Cap ETF worth $292K as of Q2 2026.
Pinkerton Retirement Specialists bought 129 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.6K.
iShares Russell Mid-Cap ETF made up 0.03% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #90 holding.
Pinkerton Retirement Specialists first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.