RFG Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
RFG Advisory's IWR Position: Q2 2026 in Review
RFG Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 44% in Q2 2026, buying an estimated $140K and bringing the position to 4,326 shares worth $477K. The position accounts for 0.01% of the portfolio, ranked #796.
RFG Advisory first reported a position in IWR in Q4 2018 and has held it in 18 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- RFG Advisory held 4,326 shares of iShares Russell Mid-Cap ETF worth $477K as of Q2 2026.
- RFG Advisory bought 1,330 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $140K.
- iShares Russell Mid-Cap ETF made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #796 holding.
- RFG Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 18 quarters since.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.