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

SFMG 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	$843K	Buy	7,643 +1,936	+34%	+$204K	0.05%	143
2026 Q1	$555K	Buy	5,707 +70	+1%	+$6.99K	0.04%	174
2025 Q4	$543K	Hold	5,637	–	–	0.04%	177
2025 Q3	$544K	Hold	5,637	–	–	0.04%	164
2025 Q2	$518K	Hold	5,637	–	–	0.04%	156
2025 Q1	$479K	Hold	5,637	–	–	0.04%	154
2024 Q4	$498K	Hold	5,637	–	–	0.04%	152
2024 Q3	$497K	Hold	5,637	–	–	0.04%	143
2024 Q2	$457K	Hold	5,637	–	–	0.04%	151
2024 Q1	$474K	Buy	5,637 +109	+2%	+$8.64K	0.04%	150
2023 Q4	$430K	Hold	5,528	–	–	0.04%	155
2023 Q3	$383K	Hold	5,528	–	–	0.04%	154
2023 Q2	$404K	Hold	5,528	–	–	0.04%	146
2023 Q1	$387K	Hold	5,528	–	–	0.04%	155
2022 Q4	$373K	Hold	5,528	–	–	0.04%	159
2022 Q3	$345K	Hold	5,528	–	–	0.04%	158
2022 Q2	$357K	Hold	5,528	–	–	0.04%	160
2022 Q1	$431K	Hold	5,528	–	–	0.04%	158
2021 Q4	$459K	Hold	5,528	–	–	0.04%	161
2021 Q3	$432K	Hold	5,528	–	–	0.05%	160
2021 Q2	$438K	Hold	5,528	–	–	0.05%	164
2021 Q1	$409K	Hold	5,528	–	–	0.05%	159
2020 Q4	$379K	Hold	5,528	–	–	0.05%	148
2020 Q3	$317K	Hold	5,528	–	–	0.04%	136
2020 Q2	$296K	Sell	5,528 -4,644	-46%	-$233K	0.04%	122
2020 Q1	$439K	Hold	10,172	–	–	0.07%	80
2019 Q4	$606K	Hold	10,172	–	–	0.07%	93
2019 Q3	$569K	Sell	10,172 -92	-0.9%	-$5.14K	0.08%	81
2019 Q2	$589K	Buy	10,264 +1,032	+11%	+$56.6K	0.08%	77
2019 Q1	$498K	Hold	9,232	–	–	0.07%	81
2018 Q4	$429K	Sell	9,232 -27,696	-75%	-$1.4M	0.07%	83
2018 Q3	$473K	Buy	+36,928	New	+$2.02M	0.07%	72
2015 Q2	–	Sell	-7,236	Closed	-$313K	–	144
2015 Q1	$313K	Buy	+7,236	New	+$308K	0.03%	130

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

SFMG Wealth Advisors's IWR Position: Q2 2026 in Review

SFMG Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 34% in Q2 2026, buying an estimated $204K and bringing the position to 7,643 shares worth $843K. The position accounts for 0.05% of the portfolio, ranked #143.

SFMG Wealth Advisors first reported a position in IWR in Q1 2015 and has held it in 33 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

SFMG Wealth Advisors held 7,643 shares of iShares Russell Mid-Cap ETF worth $843K as of Q2 2026.
SFMG Wealth Advisors bought 1,936 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $204K.
iShares Russell Mid-Cap ETF made up 0.05% of SFMG Wealth Advisors's portfolio in Q2 2026, its #143 holding.
SFMG Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 33 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.