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The Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

The Wealth Group’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 		$311K Hold
2,816
– – 0.06% 70
2026
Q1 		$274K Hold
2,816
– – 0.06% 67
2025
Q4 		$271K Buy
2,816
+63
+2% +$6.06K 0.06% 66
2025
Q3 		$266K Hold
2,753
– – 0.06% 66
2025
Q2 		$253K Hold
2,753
– – 0.06% 65
2025
Q1 		$234K Hold
2,753
– – 0.07% 57
2024
Q4 		$243K Hold
2,753
– – 0.07% 54
2024
Q3 		$243K Hold
2,753
– – 0.07% 53
2024
Q2 		$223K Hold
2,753
– – 0.07% 53
2024
Q1 		$227K Hold
2,753
– – 0.07% 51
2023
Q4 		$213K Buy
+2,753
New +$196K 0.07% 53

Other funds holding IWR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

The Wealth Group's IWR Position: Q2 2026 in Review

The Wealth Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,816 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #70.

The Wealth Group first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • The Wealth Group held 2,816 shares of iShares Russell Mid-Cap ETF worth $311K as of Q2 2026.
  • The Wealth Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.06% of The Wealth Group's portfolio in Q2 2026, its #70 holding.
  • The Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.