RPg Family Wealth Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RPg Family Wealth Advisory’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	$335K	Sell	3,041 -21	-0.7%	-$2.21K	0.06%	115
2026 Q1	$298K	Buy	+3,062	New	+$306K	0.06%	124
2022 Q2	–	Sell	-288	Closed	-$22.5K	–	208
2022 Q1	$22.5K	Hold	288	–	–	0.01%	205
2021 Q4	$23.9K	Hold	288	–	–	0.01%	209
2021 Q3	$22.5K	Hold	288	–	–	0.01%	216
2021 Q2	$22.8K	Buy	+288	New	+$22.3K	0.01%	214
2020 Q4	$12.9K	Hold	188	–	–	0.01%	272
2020 Q3	$10.8K	Hold	188	–	–	0.01%	274
2020 Q2	$10.1K	Buy	+188	New	+$9.42K	0.01%	279
2020 Q1	–	Sell	-188	Closed	-$11.2K	–	269
2019 Q4	$11.2K	Sell	188 -200	-52%	-$11.5K	0.01%	257
2019 Q3	$21.7K	Buy	388 +200	+106%	+$11.2K	0.01%	216
2019 Q2	$10.5K	Hold	188	–	–	0.01%	275
2019 Q1	$10.1K	Buy	+188	New	+$9.74K	0.01%	293
2018 Q4	–	Sell	-188	Closed	-$10.4K	–	242
2018 Q3	$10.4K	Buy	+188	New	+$10.3K	0.01%	250

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

RPg Family Wealth Advisory's IWR Position: Q2 2026 in Review

RPg Family Wealth Advisory reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.69% in Q2 2026, selling an estimated $2.21K and leaving 3,041 shares worth $335K. The position accounts for 0.06% of the portfolio, ranked #115.

RPg Family Wealth Advisory first reported a position in IWR in Q3 2018 and has held it in 14 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

RPg Family Wealth Advisory held 3,041 shares of iShares Russell Mid-Cap ETF worth $335K as of Q2 2026.
RPg Family Wealth Advisory sold 21 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.21K.
iShares Russell Mid-Cap ETF made up 0.06% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #115 holding.
RPg Family Wealth Advisory first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 14 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.