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Retirement Planning Group (Kansas)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Retirement Planning Group (Kansas)’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 		$1.14M Sell
10,365
-311
-3% -$32.7K 0.03% 218
2026
Q1 		$1.04M Buy
10,676
+2,298
+27% +$230K 0.03% 205
2025
Q4 		$807K Sell
8,378
-48
-0.6% -$4.62K 0.03% 214
2025
Q3 		$814K Buy
8,426
+57
+0.7% +$5.4K 0.03% 204
2025
Q2 		$770K Sell
8,369
-39
-0.5% -$3.37K 0.03% 173
2025
Q1 		$715K Buy
8,408
+41
+0.5% +$3.66K 0.03% 169
2024
Q4 		$740K Buy
8,367
+9
+0.1% +$817 0.04% 160
2024
Q3 		$737K Buy
8,358
+5
+0.1% +$421 0.04% 151
2024
Q2 		$677K Sell
8,353
-417
-5% -$33.9K 0.04% 136
2024
Q1 		$737K Buy
8,770
+4
+0% +$317 0.06% 118
2023
Q4 		$681K Sell
8,766
-30
-0.3% -$2.13K 0.06% 100
2023
Q3 		$609K Hold
8,796
– – 0.06% 85
2023
Q2 		$642K Buy
8,796
+807
+10% +$56.1K 0.06% 87
2023
Q1 		$559K Buy
7,989
+4
+0.1% +$282 0.06% 84
2022
Q4 		$539K Buy
7,985
+11
+0.1% +$742 0.06% 86
2022
Q3 		$496K Sell
7,974
-62
-0.8% -$4.26K 0.06% 85
2022
Q2 		$520K Sell
8,036
-1,046
-12% -$74.5K 0.06% 73
2022
Q1 		$709K Sell
9,082
-239
-3% -$18.4K 0.08% 63
2021
Q4 		$774K Buy
9,321
+7
+0.1% +$575 0.07% 56
2021
Q3 		$729K Hold
9,314
– – 0.08% 46
2021
Q2 		$738K Buy
9,314
+5
+0.1% +$388 0.08% 52
2021
Q1 		$688K Buy
9,309
+179
+2% +$12.9K 0.09% 42
2020
Q4 		$626K Sell
9,130
-173
-2% -$11K 0.09% 42
2020
Q3 		$534K Sell
9,303
-30
-0.3% -$1.71K 0.09% 42
2020
Q2 		$500K Sell
9,333
-679
-7% -$34K 0.09% 44
2020
Q1 		$432K Buy
10,012
+13
+0.1% +$715 0.1% 39
2019
Q4 		$596K Buy
9,999
+8
+0.1% +$459 0.12% 41
2019
Q3 		$559K Sell
9,991
-89
-0.9% -$4.97K 0.12% 40
2019
Q2 		$563K Sell
10,080
-20
-0.2% -$1.1K 0.13% 38
2019
Q1 		$545K Buy
10,100
+4
+0% +$207 0.13% 39
2018
Q4 		$469K Sell
10,096
-524
-5% -$26.4K 0.13% 39
2018
Q3 		$585K Sell
10,620
-56
-0.5% -$3.07K 0.15% 31
2018
Q2 		$566K Sell
10,676
-260
-2% -$13.7K 0.15% 31
2018
Q1 		$564K Buy
10,936
+76
+0.7% +$4K 0.15% 29
2017
Q4 		$565K Sell
10,860
-316
-3% -$16K 0.15% 30
2017
Q3 		$551K Buy
11,176
+200
+2% +$9.65K 0.16% 29
2017
Q2 		$527K Sell
10,976
-140
-1% -$6.64K 0.16% 30
2017
Q1 		$520K Sell
11,116
-612
-5% -$28.4K 0.16% 32
2016
Q4 		$524K Buy
11,728
+176
+2% +$7.7K 0.17% 31
2016
Q3 		$503K Sell
11,552
-7,480
-39% -$324K 0.16% 31
2016
Q2 		$800K Buy
19,032
+136
+0.7% +$5.61K 0.27% 31
2016
Q1 		$770K Sell
18,896
-920
-5% -$35K 0.27% 31
2015
Q4 		$793K Buy
19,816
+916
+5% +$37.3K 0.29% 32
2015
Q3 		$735K Buy
18,900
+604
+3% +$25K 0.32% 32
2015
Q2 		$779K Sell
18,296
-64
-0.3% -$2.78K 0.32% 36
2015
Q1 		$795K Sell
18,360
-248
-1% -$10.5K 0.32% 39
2014
Q4 		$777K Buy
18,608
+168
+0.9% +$6.82K 0.24% 40
2014
Q3 		$730K Hold
18,440
– – 0.23% 38
2014
Q2 		$749K Buy
18,440
+452
+3% +$17.6K 0.23% 39
2014
Q1 		$696K Buy
17,988
+256
+1% +$9.71K 0.22% 40
2013
Q4 		$665K Sell
17,732
-2,644
-13% -$95.6K 0.24% 40
2013
Q3 		$708K Buy
20,376
+2,644
+15% +$90.3K 0.26% 41
2013
Q2 		$576K Buy
+17,732
New +$575K 0.24% 47

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Retirement Planning Group (Kansas)'s IWR Position: Q2 2026 in Review

Retirement Planning Group (Kansas) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, selling an estimated $32.7K and leaving 10,365 shares worth $1.14M. The position accounts for 0.03% of the portfolio, ranked #218.

Retirement Planning Group (Kansas) first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Retirement Planning Group (Kansas) held 10,365 shares of iShares Russell Mid-Cap ETF worth $1.14M as of Q2 2026.
  • Retirement Planning Group (Kansas) sold 311 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $32.7K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #218 holding.
  • Retirement Planning Group (Kansas) first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.