Plan Group Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Plan Group Financial’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	$9.95M	Buy	90,221 +3,328	+4%	+$350K	2.05%	11
2026 Q1	$8.45M	Sell	86,893 -4,334	-5%	-$433K	1.98%	10
2025 Q4	$8.78M	Sell	91,227 -6,884	-7%	-$662K	2.28%	6
2025 Q3	$9.47M	Sell	98,111 -9,713	-9%	-$921K	2.54%	5
2025 Q2	$9.92M	Sell	107,824 -18,842	-15%	-$1.63M	3.26%	4
2025 Q1	$10.8M	Buy	126,666 +34,083	+37%	+$3.04M	3.85%	4
2024 Q4	$8.18M	Sell	92,583 -296	-0.3%	-$26.9K	4.32%	4
2024 Q3	$8.19M	Buy	92,879 +5,574	+6%	+$470K	4.32%	6
2024 Q2	$7.08M	Buy	87,305 +5,165	+6%	+$420K	4.33%	7
2024 Q1	$6.91M	Buy	82,140 +11,303	+16%	+$896K	4.54%	6
2023 Q4	$5.51M	Buy	70,837 +19,500	+38%	+$1.39M	4.83%	7
2023 Q3	$3.56M	Buy	51,337 +24,239	+89%	+$1.77M	2.56%	14
2023 Q2	$1.98M	Buy	+27,098	New	+$1.88M	1.65%	17

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

Plan Group Financial's IWR Position: Q2 2026 in Review

Plan Group Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.8% in Q2 2026, buying an estimated $350K and bringing the position to 90,221 shares worth $9.95M. The position accounts for 2.05% of the portfolio, ranked #11.

Plan Group Financial first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $10.8M in Q1 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Plan Group Financial held 90,221 shares of iShares Russell Mid-Cap ETF worth $9.95M as of Q2 2026.
Plan Group Financial bought 3,328 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $350K.
iShares Russell Mid-Cap ETF made up 2.05% of Plan Group Financial's portfolio in Q2 2026, its #11 holding.
Plan Group Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Plan Group Financial's iShares Russell Mid-Cap ETF position peaked at $10.8M in Q1 2025.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.