Plan Group Financial
IWR icon

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
Q3 		$9.7M Sell
88,762
-1,459
-2% -$161K 1.91% 13
2026
Q2 		$10M 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 		$9.9M 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

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Plan Group Financial's IWR Position: Q3 2026 in Review

Plan Group Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q3 2026, selling an estimated $161K and leaving 88,762 shares worth $9.7M. The position accounts for 1.91% of the portfolio, ranked #13.

Plan Group Financial first reported a position in IWR in Q2 2023 and has held it in 14 quarters since. The position peaked at $10.8M in Q1 2025. 555 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Plan Group Financial held 88,762 shares of iShares Russell Mid-Cap ETF worth $9.7M as of Q3 2026.
  • Plan Group Financial sold 1,459 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $161K.
  • iShares Russell Mid-Cap ETF made up 1.91% of Plan Group Financial's portfolio in Q3 2026, its #13 holding.
  • Plan Group Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Plan Group Financial's iShares Russell Mid-Cap ETF position peaked at $10.8M in Q1 2025.
  • 555 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.