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

XML Financial’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	$25.8M	Sell	233,838 -3,716	-2%	-$391K	1.88%	9
2026 Q1	$23.1M	Sell	237,554 -6,771	-3%	-$676K	1.86%	9
2025 Q4	$23.5M	Sell	244,325 -494	-0.2%	-$47.5K	1.92%	10
2025 Q3	$23.6M	Sell	244,819 -5,694	-2%	-$540K	1.92%	9
2025 Q2	$23M	Sell	250,513 -7,279	-3%	-$629K	1.99%	9
2025 Q1	$21.9M	Sell	257,792 -16,120	-6%	-$1.44M	2.05%	8
2024 Q4	$24.2M	Sell	273,912 -5,375	-2%	-$488K	2.22%	8
2024 Q3	$24.6M	Buy	279,287 +6,892	+3%	+$581K	2.28%	8
2024 Q2	$22.1M	Sell	272,395 -2,799	-1%	-$228K	2.22%	8
2024 Q1	$23.1M	Sell	275,194 -3,343	-1%	-$265K	2.37%	7
2023 Q4	$21.7M	Sell	278,537 -1,324	-0.5%	-$94.1K	2.28%	7
2023 Q3	$19.4M	Sell	279,861 -7,174	-2%	-$523K	2.32%	6
2023 Q2	$20.9M	Sell	287,035 -1,983	-0.7%	-$138K	2.42%	6
2023 Q1	$20.2M	Sell	289,018 -5,567	-2%	-$393K	2.46%	4
2022 Q4	$19.9M	Buy	294,585 +2,439	+0.8%	+$164K	2.5%	3
2022 Q3	$18.2M	Buy	292,146 +135	+0%	+$9.29K	2.52%	2
2022 Q2	$18.9M	Sell	292,011 -758	-0.3%	-$54K	4.27%	1
2022 Q1	$22.8M	Sell	292,769 -1,032	-0.4%	-$79.4K	2.72%	2
2021 Q4	$24.4M	Sell	293,801 -4,380	-1%	-$360K	2.94%	3
2021 Q3	$23.3M	Sell	298,181 -4,378	-1%	-$351K	3.11%	1
2021 Q2	$24M	Sell	302,559 -2,926	-1%	-$227K	5.28%	1
2021 Q1	$22.6M	Sell	305,485 -1,458	-0.5%	-$105K	5.51%	1
2020 Q4	$21M	Sell	306,943 -6,506	-2%	-$414K	5.45%	1
2020 Q3	$18M	Sell	313,449 -12,482	-4%	-$711K	5.61%	1
2020 Q2	$17.5M	Sell	325,931 -10,803	-3%	-$541K	6.06%	1
2020 Q1	$14.5M	Buy	336,734 +14,777	+5%	+$813K	6.28%	1
2019 Q4	$19.2M	Buy	+321,957	New	+$18.5M	6.98%	1

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

XML Financial's IWR Position: Q2 2026 in Review

XML Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, selling an estimated $391K and leaving 233,838 shares worth $25.8M. The position accounts for 1.88% of the portfolio, ranked #9.

XML Financial first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

XML Financial held 233,838 shares of iShares Russell Mid-Cap ETF worth $25.8M as of Q2 2026.
XML Financial sold 3,716 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $391K.
iShares Russell Mid-Cap ETF made up 1.88% of XML Financial's portfolio in Q2 2026, its #9 holding.
XML Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.