Roehl & Yi Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Roehl & Yi Investment 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	$269K	Buy	2,442 +190	+8%	+$20K	0.09%	160
2026 Q1	$219K	Hold	2,252	–	–	0.08%	161
2025 Q4	$217K	Hold	2,252	–	–	0.09%	149
2025 Q3	$217K	Buy	2,252 +10	+0.4%	+$948	0.09%	146
2025 Q2	$206K	Sell	2,242 -363	-14%	-$31.4K	0.11%	147
2025 Q1	$222K	Buy	+2,605	New	+$232K	0.12%	142

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

Roehl & Yi Investment Advisors's IWR Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.4% in Q2 2026, buying an estimated $20K and bringing the position to 2,442 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #160.

Roehl & Yi Investment Advisors first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Roehl & Yi Investment Advisors held 2,442 shares of iShares Russell Mid-Cap ETF worth $269K as of Q2 2026.
Roehl & Yi Investment Advisors bought 190 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $20K.
iShares Russell Mid-Cap ETF made up 0.09% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #160 holding.
Roehl & Yi Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.