Strategic Financial Concepts’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Strategic Financial Concepts’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	$361K	Buy	3,275 +8	+0.2%	+$841	0.11%	163
2026 Q1	$318K	Buy	+3,267	New	+$326K	0.08%	206
2025 Q4	–	Sell	-3,149	Closed	-$304K	–	205
2025 Q3	$304K	Buy	3,149 +10	+0.3%	+$948	0.04%	190
2025 Q2	$289K	Sell	3,139 -12,484	-80%	-$1.08M	0.04%	202
2025 Q1	$1.33M	Sell	15,623 -323	-2%	-$28.8K	0.25%	87
2024 Q4	$1.41M	Buy	15,946 +10,493	+192%	+$952K	0.27%	82
2024 Q3	$481K	Sell	5,453 -4,502	-45%	-$379K	0.15%	125
2024 Q2	$807K	Sell	9,955 -3,736	-27%	-$304K	0.47%	56
2024 Q1	$1.15M	Buy	13,691 +3,834	+39%	+$304K	0.28%	83
2023 Q4	$766K	Sell	9,857 -392	-4%	-$27.8K	0.45%	59
2023 Q3	$710K	Buy	10,249 +141	+1%	+$10.3K	0.24%	100
2023 Q2	$738K	Sell	10,108 -448	-4%	-$31.2K	0.27%	90
2023 Q1	$738K	Buy	+10,556	New	+$745K	0.3%	80

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 Financial Concepts's IWR Position: Q2 2026 in Review

Strategic Financial Concepts increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.24% in Q2 2026, buying an estimated $841 and bringing the position to 3,275 shares worth $361K. The position accounts for 0.11% of the portfolio, ranked #163.

Strategic Financial Concepts first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q4 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Strategic Financial Concepts held 3,275 shares of iShares Russell Mid-Cap ETF worth $361K as of Q2 2026.
Strategic Financial Concepts bought 8 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $841.
iShares Russell Mid-Cap ETF made up 0.11% of Strategic Financial Concepts's portfolio in Q2 2026, its #163 holding.
Strategic Financial Concepts first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's iShares Russell Mid-Cap ETF position peaked at $1.41M in Q4 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.