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 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Plan Group Financial's IWR Position: Q1 2026 in Review

Plan Group Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.8% in Q1 2026, selling an estimated $433K and leaving 86,893 shares worth $8.45M. The position accounts for 1.98% of the portfolio, ranked #10.

Plan Group Financial first reported a position in IWR in Q2 2023 and has held it in 12 quarters since. The position peaked at $10.8M in Q1 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Plan Group Financial held 86,893 shares of iShares Russell Mid-Cap ETF worth $8.45M as of Q1 2026.
Plan Group Financial sold 4,334 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $433K.
iShares Russell Mid-Cap ETF made up 1.98% of Plan Group Financial's portfolio in Q1 2026, its #10 holding.
Plan Group Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
Plan Group Financial's iShares Russell Mid-Cap ETF position peaked at $10.8M in Q1 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.