RiverFront Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RiverFront Investment Group’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	$2.1M	Buy	19,015 +6,262	+49%	+$659K	0.03%	177
2026 Q1	$1.24M	Buy	12,753 +1,350	+12%	+$135K	0.02%	180
2025 Q4	$1.1M	Buy	11,403 +387	+4%	+$37.2K	0.02%	154
2025 Q3	$1.06M	Buy	11,016 +2,171	+25%	+$206K	0.02%	146
2025 Q2	$813K	Sell	8,845 -2,003	-18%	-$173K	0.02%	164
2025 Q1	$923K	Buy	10,848 +1,535	+16%	+$137K	0.02%	141
2024 Q4	$823K	Buy	9,313 +1,581	+20%	+$144K	0.02%	132
2024 Q3	$681K	Buy	7,732 +2,478	+47%	+$209K	0.02%	131
2024 Q2	$426K	Buy	+5,254	New	+$428K	0.01%	123

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

RiverFront Investment Group's IWR Position: Q2 2026 in Review

RiverFront Investment Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 49% in Q2 2026, buying an estimated $659K and bringing the position to 19,015 shares worth $2.1M. The position accounts for 0.03% of the portfolio, ranked #177.

RiverFront Investment Group first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

RiverFront Investment Group held 19,015 shares of iShares Russell Mid-Cap ETF worth $2.1M as of Q2 2026.
RiverFront Investment Group bought 6,262 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $659K.
iShares Russell Mid-Cap ETF made up 0.03% of RiverFront Investment Group's portfolio in Q2 2026, its #177 holding.
RiverFront Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.