Plus Group Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Plus Group Wealth 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	$1.27M	Buy	+11,518	New	+$1.21M	1.2%	16

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

Plus Group Wealth Advisors's IWR Position: Q2 2026 in Review

Plus Group Wealth Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 11,518 shares worth $1.27M. The stake represents 1.2% of the portfolio and ranks #16 among its holdings.

1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Plus Group Wealth Advisors held 11,518 shares of iShares Russell Mid-Cap ETF worth $1.27M as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Plus Group Wealth Advisors position in Q2 2026.
iShares Russell Mid-Cap ETF made up 1.2% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #16 holding.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.