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: Q2 2026 in Review
PKS Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 19% in Q2 2026, selling an estimated $121K and leaving 4,958 shares worth $547K. The position accounts for 0.09% of the portfolio, ranked #207.
PKS Advisory Services first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $594K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- PKS Advisory Services held 4,958 shares of iShares Russell Mid-Cap ETF worth $547K as of Q2 2026.
- PKS Advisory Services sold 1,150 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $121K.
- iShares Russell Mid-Cap ETF made up 0.09% of PKS Advisory Services's portfolio in Q2 2026, its #207 holding.
- PKS Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
- PKS Advisory Services's iShares Russell Mid-Cap ETF position peaked at $594K in Q1 2026.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.