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: Q3 2026 in Review
PKS Advisory Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 4,958 shares worth $547K. The position accounts for 0.09% of the portfolio, ranked #206.
PKS Advisory Services first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $594K in Q1 2026. 628 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- PKS Advisory Services held 4,958 shares of iShares Russell Mid-Cap ETF worth $547K as of Q3 2026.
- PKS Advisory Services left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
- iShares Russell Mid-Cap ETF made up 0.09% of PKS Advisory Services's portfolio in Q3 2026, its #206 holding.
- PKS Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
- PKS Advisory Services's iShares Russell Mid-Cap ETF position peaked at $594K in Q1 2026.
- 628 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on PKS Advisory Services's 13F filing for Q3 2026, filed 26 Oct 2026.