Plante Moran Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Plante Moran Financial Advisors’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	$1.05M	Buy	9,524 +28	+0.3%	+$2.94K	0.05%	49
2026 Q1	$923K	Hold	9,496	–	–	0.06%	49
2025 Q4	$914K	Hold	9,496	–	–	0.06%	58
2025 Q3	$917K	Buy	9,496 +59	+0.6%	+$5.59K	0.06%	51
2025 Q2	$868K	Buy	9,437 +614	+7%	+$53K	0.06%	53
2025 Q1	$751K	Sell	8,823 -111	-1%	-$9.9K	0.06%	55
2024 Q4	$790K	Sell	8,934 -519	-5%	-$47.1K	0.07%	57
2024 Q3	$833K	Sell	9,453 -214	-2%	-$18K	0.07%	53
2024 Q2	$784K	Sell	9,667 -5,254	-35%	-$428K	0.08%	54
2024 Q1	$1.25M	Sell	14,921 -512	-3%	-$40.6K	0.13%	38
2023 Q4	$1.2M	Sell	15,433 -862	-5%	-$61.2K	0.13%	42
2023 Q3	$1.13M	Sell	16,295 -11	-0.1%	-$802	0.14%	39
2023 Q2	$1.19M	Sell	16,306 -812	-5%	-$56.5K	0.14%	40
2023 Q1	$1.2M	Hold	17,118	–	–	0.16%	38
2022 Q4	$1.15M	Buy	17,118 +1,350	+9%	+$91K	0.17%	43
2022 Q3	$980K	Sell	15,768 -2,760	-15%	-$190K	0.17%	41
2022 Q2	$1.2M	Sell	18,528 -261	-1%	-$18.6K	0.2%	42
2022 Q1	$1.47M	Sell	18,789 -756	-4%	-$58.2K	0.27%	35
2021 Q4	$1.62M	Buy	19,545 +1,322	+7%	+$109K	0.27%	33
2021 Q3	$1.43M	Buy	18,223 +727	+4%	+$58.2K	0.32%	33
2021 Q2	$1.39M	Buy	17,496 +461	+3%	+$35.8K	0.34%	32
2021 Q1	$1.26M	Sell	17,035 -1,037	-6%	-$75K	0.34%	39
2020 Q4	$1.24M	Hold	18,072	–	–	0.38%	36
2020 Q3	$1.04M	Sell	18,072 -688	-4%	-$39.2K	0.36%	40
2020 Q2	$1.01M	Buy	18,760 +680	+4%	+$34.1K	0.4%	36
2020 Q1	$781K	Sell	18,080 -7,176	-28%	-$395K	0.36%	42
2019 Q4	$1.51M	Hold	25,256	–	–	0.52%	24
2019 Q3	$1.41M	Buy	25,256 +116	+0.5%	+$6.48K	0.41%	35
2019 Q2	$1.41M	Buy	25,140 +24	+0.1%	+$1.32K	0.43%	33
2019 Q1	$1.35M	Buy	25,116 +7,176	+40%	+$372K	0.42%	33
2018 Q4	$834K	Hold	17,940	–	–	0.29%	54
2018 Q3	$989K	Hold	17,940	–	–	0.32%	44
2018 Q2	$952K	Hold	17,940	–	–	0.48%	42
2018 Q1	$926K	Sell	17,940 -332	-2%	-$17.5K	0.5%	42
2017 Q4	$951K	Buy	18,272 +440	+2%	+$22.3K	0.53%	40
2017 Q3	$879K	Hold	17,832	–	–	0.52%	42
2017 Q2	$856K	Sell	17,832 -452	-2%	-$21.4K	0.54%	42
2017 Q1	$856K	Hold	18,284	–	–	0.52%	43
2016 Q4	$818K	Hold	18,284	–	–	0.51%	38
2016 Q3	$797K	Buy	18,284 +3,212	+21%	+$139K	0.54%	37
2016 Q2	$634K	Hold	15,072	–	–	0.46%	40
2016 Q1	$614K	Hold	15,072	–	–	0.47%	45
2015 Q4	$604K	Buy	15,072 +40	+0.3%	+$1.63K	0.45%	50
2015 Q3	$585K	Hold	15,032	–	–	0.46%	49
2015 Q2	$640K	Buy	15,032 +2,760	+22%	+$120K	0.46%	51
2015 Q1	$531K	Buy	12,272 +2,760	+29%	+$117K	0.37%	61
2014 Q4	$397K	Buy	9,512 +464	+5%	+$18.8K	0.29%	66
2014 Q3	$358K	Buy	9,048 +7,688	+565%	+$310K	0.31%	62
2014 Q2	$55K	Buy	1,360 +1,084	+393%	+$42.3K	0.05%	221
2014 Q1	$11K	Buy	+276	New	+$10.5K	0.01%	347

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Plante Moran Financial Advisors's IWR Position: Q2 2026 in Review

Plante Moran Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.29% in Q2 2026, buying an estimated $2.94K and bringing the position to 9,524 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #49.

Plante Moran Financial Advisors first reported a position in IWR in Q1 2014 and has held it in 50 quarters since. The position peaked at $1.62M in Q4 2021. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Plante Moran Financial Advisors held 9,524 shares of iShares Russell Mid-Cap ETF worth $1.05M as of Q2 2026.
Plante Moran Financial Advisors bought 28 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.94K.
iShares Russell Mid-Cap ETF made up 0.05% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #49 holding.
Plante Moran Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 50 quarters since.
Plante Moran Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $1.62M in Q4 2021.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.