RFG - Bristol Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RFG - Bristol Wealth 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	$3.43M	Buy	31,052 +673	+2%	+$70.8K	0.83%	29
2026 Q1	$2.95M	Buy	30,379 +14,393	+90%	+$1.44M	0.8%	30
2025 Q4	$1.54M	Buy	15,986 +12,841	+408%	+$1.23M	0.43%	53
2025 Q3	$304K	Sell	3,145 -464	-13%	-$44K	0.09%	149
2025 Q2	$332K	Sell	3,609 -108	-3%	-$9.33K	0.1%	135
2025 Q1	$316K	Sell	3,717 -59	-2%	-$5.26K	0.11%	135
2024 Q4	$334K	Buy	+3,776	New	+$343K	0.11%	116

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

RFG - Bristol Wealth Advisors's IWR Position: Q2 2026 in Review

RFG - Bristol Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, buying an estimated $70.8K and bringing the position to 31,052 shares worth $3.43M. The position accounts for 0.83% of the portfolio, ranked #29.

RFG - Bristol Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

RFG - Bristol Wealth Advisors held 31,052 shares of iShares Russell Mid-Cap ETF worth $3.43M as of Q2 2026.
RFG - Bristol Wealth Advisors bought 673 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $70.8K.
iShares Russell Mid-Cap ETF made up 0.83% of RFG - Bristol Wealth Advisors's portfolio in Q2 2026, its #29 holding.
RFG - Bristol Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.