PPS&V Asset Management Consultants’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PPS&V Asset Management Consultants’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	$1.25M	Sell	11,366 -400	-3%	-$42.1K	0.68%	14
2026 Q1	$1.14M	Buy	11,766 +56	+0.5%	+$5.59K	0.7%	14
2025 Q4	$1.13M	Hold	11,710	–	–	0.65%	17
2025 Q3	$1.13M	Sell	11,710 -364	-3%	-$34.5K	0.65%	16
2025 Q2	$1.11M	Hold	12,074	–	–	0.7%	15
2025 Q1	$1.03M	Hold	12,074	–	–	0.75%	16
2024 Q4	$1.07M	Hold	12,074	–	–	0.72%	16
2024 Q3	$1.06M	Hold	12,074	–	–	0.73%	16
2024 Q2	$979K	Sell	12,074 -3,947	-25%	-$321K	0.7%	16
2024 Q1	$1.35M	Buy	16,021 +23	+0.1%	+$1.82K	0.99%	14
2023 Q4	$1.24M	Buy	15,998 +80	+0.5%	+$5.68K	0.95%	15
2023 Q3	$1.1M	Hold	15,918	–	–	0.95%	15
2023 Q2	$1.16M	Buy	15,918 +23	+0.1%	+$1.6K	0.94%	15
2023 Q1	$1.11M	Buy	15,895 +32	+0.2%	+$2.26K	0.96%	14
2022 Q4	$1.07M	Buy	+15,863	New	+$1.07M	1.02%	14

Other funds holding IWR

JIC

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

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

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

PPS&V Asset Management Consultants's IWR Position: Q2 2026 in Review

PPS&V Asset Management Consultants reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.4% in Q2 2026, selling an estimated $42.1K and leaving 11,366 shares worth $1.25M. The position accounts for 0.68% of the portfolio, ranked #14.

PPS&V Asset Management Consultants first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.35M in Q1 2024. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

PPS&V Asset Management Consultants held 11,366 shares of iShares Russell Mid-Cap ETF worth $1.25M as of Q2 2026.
PPS&V Asset Management Consultants sold 400 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $42.1K.
iShares Russell Mid-Cap ETF made up 0.68% of PPS&V Asset Management Consultants's portfolio in Q2 2026, its #14 holding.
PPS&V Asset Management Consultants first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
PPS&V Asset Management Consultants's iShares Russell Mid-Cap ETF position peaked at $1.35M in Q1 2024.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on PPS&V Asset Management Consultants's 13F filing for Q2 2026, filed 6 Jul 2026.