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Stonebridge Financial Group (Pennsylvania)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$289K Buy
+2,622
New +$276K 0.02% 226
2025
Q2 		– Sell
-535
Closed -$45.5K – 573
2025
Q1 		$45.5K Buy
535
+1
+0.2% +$89 ﹤0.01% 397
2024
Q4 		$47.2K Buy
+534
New +$48.5K 0.01% 387

Other funds holding IWR

OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IWR Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,622 shares worth $289K. The stake represents 0.02% of the portfolio and ranks #226 among its holdings. This is a return to the name: Stonebridge Financial Group (Pennsylvania) previously reported a position in IWR as recently as Q1 2025.

Stonebridge Financial Group (Pennsylvania) first reported a position in IWR in Q4 2024 and has held it in 3 quarters since. 477 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 2,622 shares of iShares Russell Mid-Cap ETF worth $289K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Stonebridge Financial Group (Pennsylvania) position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #226 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 477 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.