PKS Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
PKS Advisory Services's IWR Position: Q1 2026 in Review
PKS Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.5% in Q1 2026, buying an estimated $42.8K and bringing the position to 6,108 shares worth $594K. The position accounts for 0.14% of the portfolio, ranked #148.
PKS Advisory Services first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- PKS Advisory Services held 6,108 shares of iShares Russell Mid-Cap ETF worth $594K as of Q1 2026.
- PKS Advisory Services bought 428 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $42.8K.
- iShares Russell Mid-Cap ETF made up 0.14% of PKS Advisory Services's portfolio in Q1 2026, its #148 holding.
- PKS Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.