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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$598K	Buy	5,420 +424	+8%	+$44.6K	0.18%	127
2026 Q1	$486K	Buy	4,996 +204	+4%	+$20.4K	0.18%	123
2025 Q4	$461K	Buy	4,792 +8	+0.2%	+$769	0.18%	120
2025 Q3	$462K	Sell	4,784 -660	-12%	-$62.6K	0.18%	118
2025 Q2	$501K	Buy	5,444 +109	+2%	+$9.42K	0.22%	102
2025 Q1	$454K	Sell	5,335 -157	-3%	-$14K	0.24%	97
2024 Q4	$485K	Buy	5,492 +11	+0.2%	+$998	0.24%	98
2024 Q3	$483K	Buy	5,481 +13	+0.2%	+$1.09K	0.25%	100
2024 Q2	$443K	Sell	5,468 -10	-0.2%	-$814	0.22%	105
2024 Q1	$461K	Buy	5,478 +10	+0.2%	+$792	0.24%	101
2023 Q4	$425K	Buy	5,468 +33	+0.6%	+$2.34K	0.28%	91
2023 Q3	$376K	Sell	5,435 -750	-12%	-$54.7K	0.28%	86
2023 Q2	$452K	Buy	6,185 +10	+0.2%	+$696	0.32%	77
2023 Q1	$432K	Buy	6,175 +14	+0.2%	+$989	0.34%	81
2022 Q4	$416K	Buy	+6,161	New	+$415K	0.27%	99

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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

Register Financial Advisors's IWR Position: Q2 2026 in Review

Register Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.5% in Q2 2026, buying an estimated $44.6K and bringing the position to 5,420 shares worth $598K. The position accounts for 0.18% of the portfolio, ranked #127.

Register Financial Advisors first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Register Financial Advisors held 5,420 shares of iShares Russell Mid-Cap ETF worth $598K as of Q2 2026.
Register Financial Advisors bought 424 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $44.6K.
iShares Russell Mid-Cap ETF made up 0.18% of Register Financial Advisors's portfolio in Q2 2026, its #127 holding.
Register Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Register Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.