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

Resurgent 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	$552K	Buy	5,007 +285	+6%	+$30K	0.15%	145
2026 Q1	$459K	Buy	4,722 +47	+1%	+$4.7K	0.17%	146
2025 Q4	$450K	Hold	4,675	–	–	0.23%	128
2025 Q3	$451K	Hold	4,675	–	–	0.22%	131
2025 Q2	$430K	Buy	+4,675	New	+$404K	0.24%	121

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

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

Resurgent Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 6% in Q2 2026, buying an estimated $30K and bringing the position to 5,007 shares worth $552K. The position accounts for 0.15% of the portfolio, ranked #145.

Resurgent Financial Advisors first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Resurgent Financial Advisors held 5,007 shares of iShares Russell Mid-Cap ETF worth $552K as of Q2 2026.
Resurgent Financial Advisors bought 285 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $30K.
iShares Russell Mid-Cap ETF made up 0.15% of Resurgent Financial Advisors's portfolio in Q2 2026, its #145 holding.
Resurgent Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.