Strategic Family Wealth Counselors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Strategic Family Wealth Counselors’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	$1.86M	Hold	16,870	–	–	0.43%	52
2026 Q1	$1.64M	Hold	16,870	–	–	0.43%	51
2025 Q4	$1.67M	Hold	16,870	–	–	0.38%	60
2025 Q3	$1.63M	Hold	16,870	–	–	0.42%	53
2025 Q2	$1.55M	Hold	16,870	–	–	0.44%	53
2025 Q1	$1.44M	Buy	16,870 +366	+2%	+$32.6K	0.47%	49
2024 Q4	$1.46M	Buy	16,504 +366	+2%	+$33.2K	0.48%	48
2024 Q3	$1.42M	Buy	16,138 +1,184	+8%	+$99.8K	0.5%	46
2024 Q2	$1.21M	Hold	14,954	–	–	0.46%	46
2024 Q1	$1.26M	Hold	14,954	–	–	0.5%	45
2023 Q4	$1.16M	Hold	14,954	–	–	0.49%	46
2023 Q3	$1.04M	Hold	14,954	–	–	0.5%	41
2023 Q2	$1.09M	Sell	14,954 -2	-0%	-$139	0.5%	39
2023 Q1	$1.05M	Buy	14,956 +883	+6%	+$62.3K	0.5%	40
2022 Q4	$949K	Buy	14,073 +6,548	+87%	+$442K	0.47%	44
2022 Q3	$468K	Hold	7,525	–	–	0.23%	54
2022 Q2	$487K	Sell	7,525 -2	-0%	-$142	0.23%	54
2022 Q1	$587K	Sell	7,527 -664	-8%	-$51.1K	0.24%	51
2021 Q4	$680K	Buy	8,191 +2	+0%	+$164	0.22%	50
2021 Q3	$641K	Hold	8,189	–	–	0.22%	46
2021 Q2	$649K	Hold	8,189	–	–	0.21%	46
2021 Q1	$605K	Hold	8,189	–	–	0.23%	46
2020 Q4	$561K	Hold	8,189	–	–	0.29%	47
2020 Q3	$470K	Hold	8,189	–	–	0.26%	48
2020 Q2	$439K	Hold	8,189	–	–	0.28%	50
2020 Q1	$354K	Buy	+8,189	New	+$451K	0.26%	53

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

Strategic Family Wealth Counselors's IWR Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 16,870 shares worth $1.86M. The position accounts for 0.43% of the portfolio, ranked #52.

Strategic Family Wealth Counselors first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Strategic Family Wealth Counselors held 16,870 shares of iShares Russell Mid-Cap ETF worth $1.86M as of Q2 2026.
Strategic Family Wealth Counselors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.43% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #52 holding.
Strategic Family Wealth Counselors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.