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

Strategic Financial Partners’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
Q1 		$8.38M Sell
86,160
-13,568
-14% -$1.36M 3.62% 7
2025
Q4 		$9.6M Sell
99,728
-31,266
-24% -$3.01M 4.16% 6
2025
Q3 		$12.6M Buy
130,994
+32,833
+33% +$3.11M 5.79% 5
2025
Q2 		$9.03M Sell
98,161
-20,114
-17% -$1.74M 4.19% 6
2025
Q1 		$10.1M Sell
118,275
-8,256
-7% -$736K 5.3% 6
2024
Q4 		$11.2M Sell
126,531
-37,813
-23% -$3.43M 5.71% 5
2024
Q3 		$14.5M Buy
164,344
+13,444
+9% +$1.13M 7.39% 3
2024
Q2 		$12.2M Sell
150,900
-13,903
-8% -$1.13M 6.74% 4
2024
Q1 		$13.9M Sell
164,803
-12,536
-7% -$993K 7.67% 4
2023
Q4 		$13.8M Sell
177,339
-45,454
-20% -$3.23M 8.01% 4
2023
Q3 		$15.4M Buy
222,793
+64,284
+41% +$4.69M 9.36% 3
2023
Q2 		$11.6M Sell
158,509
-21,965
-12% -$1.53M 6.59% 4
2023
Q1 		$12.6M Sell
180,474
-25,881
-13% -$1.83M 7.73% 3
2022
Q4 		$13.9M Sell
206,355
-44,200
-18% -$2.98M 8.49% 4
2022
Q3 		$15.6M Buy
250,555
+505
+0.2% +$34.7K 9.91% 2
2022
Q2 		$16.2M Sell
250,050
-29,014
-10% -$2.07M 9.44% 4
2022
Q1 		$21.8M Sell
279,064
-30,249
-10% -$2.33M 11.1% 3
2021
Q4 		$25.7M Buy
309,313
+23,076
+8% +$1.89M 12.61% 4
2021
Q3 		$22.4M Buy
286,237
+10,207
+4% +$818K 12.04% 2
2021
Q2 		$21.9M Buy
276,030
+40,507
+17% +$3.14M 12.08% 2
2021
Q1 		$17.4M Buy
235,523
+21,990
+10% +$1.59M 10.32% 2
2020
Q4 		$14.6M Buy
213,533
+71,595
+50% +$4.56M 9.58% 2
2020
Q3 		$8.14M Sell
141,938
-22,549
-14% -$1.28M 6.37% 5
2020
Q2 		$8.82M Buy
164,487
+15,355
+10% +$770K 7.31% 5
2020
Q1 		$6.44M Sell
149,132
-13,215
-8% -$727K 6.85% 5
2019
Q4 		$9.68M Buy
+162,347
New +$9.32M 7.92% 3

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Financial Partners's IWR Position: Q1 2026 in Review

Strategic Financial Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q1 2026, selling an estimated $1.36M and leaving 86,160 shares worth $8.38M. The position accounts for 3.62% of the portfolio, ranked #7.

Strategic Financial Partners first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. The position peaked at $25.7M in Q4 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Strategic Financial Partners held 86,160 shares of iShares Russell Mid-Cap ETF worth $8.38M as of Q1 2026.
  • Strategic Financial Partners sold 13,568 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.36M.
  • iShares Russell Mid-Cap ETF made up 3.62% of Strategic Financial Partners's portfolio in Q1 2026, its #7 holding.
  • Strategic Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's iShares Russell Mid-Cap ETF position peaked at $25.7M in Q4 2021.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.