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

Zhang 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	$2.14M	Buy	19,397 +6	+0%	+$631	0.06%	133
2026 Q1	$1.89M	Sell	19,391 -142	-0.7%	-$14.2K	0.07%	138
2025 Q4	$1.88M	Buy	19,533 +9	+0%	+$865	0.07%	131
2025 Q3	$1.89M	Buy	19,524 +7	+0%	+$664	0.08%	129
2025 Q2	$1.79M	Sell	19,517 -104	-0.5%	-$8.98K	0.08%	124
2025 Q1	$1.67M	Buy	19,621 +14,320	+270%	+$1.28M	0.09%	121
2024 Q4	$469K	Buy	5,301 +39	+0.7%	+$3.54K	0.03%	204
2024 Q3	$464K	Buy	5,262 +9	+0.2%	+$758	0.03%	200
2024 Q2	$426K	Buy	5,253 +6	+0.1%	+$488	0.03%	200
2024 Q1	$441K	Buy	5,247 +5	+0.1%	+$396	0.03%	199
2023 Q4	$407K	Buy	5,242 +20	+0.4%	+$1.42K	0.04%	197
2023 Q3	$362K	Hold	5,222	–	–	0.04%	187
2023 Q2	$381K	Buy	5,222 +5	+0.1%	+$348	0.04%	182
2023 Q1	$365K	Buy	5,217 +7	+0.1%	+$494	0.04%	176
2022 Q4	$351K	Buy	5,210 +9	+0.2%	+$607	0.04%	179
2022 Q3	$323K	Buy	5,201 +291	+6%	+$20K	0.05%	169
2022 Q2	$318K	Buy	4,910 +5	+0.1%	+$356	0.05%	174
2022 Q1	$383K	Buy	4,905 +5	+0.1%	+$385	0.06%	162
2021 Q4	$407K	Buy	4,900 +6	+0.1%	+$492	0.07%	138
2021 Q3	$383K	Buy	4,894 +6	+0.1%	+$481	0.09%	107
2021 Q2	$387K	Buy	4,888 +4	+0.1%	+$310	0.09%	90
2021 Q1	$361K	Buy	4,884 +5	+0.1%	+$361	0.1%	86
2020 Q4	$334K	Buy	4,879 +6	+0.1%	+$382	0.1%	81
2020 Q3	$280K	Sell	4,873 -985	-17%	-$56.1K	0.1%	79
2020 Q2	$314K	Buy	5,858 +8	+0.1%	+$401	0.12%	70
2020 Q1	$253K	Sell	5,850 -1,023	-15%	-$56.3K	0.11%	77
2019 Q4	$410K	Buy	6,873 +3,225	+88%	+$185K	0.16%	67
2019 Q3	$204K	Sell	3,648 -381	-9%	-$21.3K	0.09%	83
2019 Q2	$225K	Sell	4,029 -4,271	-51%	-$234K	0.09%	81
2019 Q1	$448K	Buy	8,300 +13	+0.2%	+$673	0.19%	54
2018 Q4	$385K	Sell	8,287 -1	-0%	-$50	0.19%	52
2018 Q3	$456K	Sell	8,288 -1,628	-16%	-$89.2K	0.22%	49
2018 Q2	$526K	Hold	9,916	–	–	0.27%	42
2018 Q1	$500K	Buy	9,916 +8	+0.1%	+$422	0.26%	42
2017 Q4	$528K	Buy	9,908 +8	+0.1%	+$406	0.26%	45
2017 Q3	$493K	Buy	9,900 +16	+0.2%	+$772	0.25%	46
2017 Q2	$472K	Sell	9,884 -24	-0.2%	-$1.14K	0.25%	46
2017 Q1	$528K	Sell	9,908 -356	-3%	-$16.5K	0.26%	44
2016 Q4	$467K	Sell	10,264 -428	-4%	-$18.7K	0.25%	46
2016 Q3	$466K	Buy	10,692 +468	+5%	+$20.3K	0.26%	46
2016 Q2	$430K	Hold	10,224	–	–	0.24%	49
2016 Q1	$416K	Buy	10,224 +16	+0.2%	+$609	0.23%	48
2015 Q4	$409K	Sell	10,208 -4,088	-29%	-$167K	0.25%	50
2015 Q3	$556K	Buy	14,296 +12	+0.1%	+$497	0.35%	40
2015 Q2	$608K	Hold	14,284	–	–	0.39%	40
2015 Q1	$618K	Buy	14,284 +12	+0.1%	+$510	0.39%	38
2014 Q4	$596K	Buy	14,272 +8	+0.1%	+$325	0.39%	37
2014 Q3	$565K	Buy	14,264 +24	+0.2%	+$967	0.39%	38
2014 Q2	$579K	Hold	14,240	–	–	0.39%	36
2014 Q1	$551K	Buy	14,240 +8	+0.1%	+$303	0.4%	35
2013 Q4	$534K	Buy	14,232 +16	+0.1%	+$578	0.4%	34
2013 Q3	$494K	Buy	14,216 +24	+0.2%	+$820	0.4%	34
2013 Q2	$461K	Buy	+14,192	New	+$460K	0.4%	34

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

Zhang Financial's IWR Position: Q2 2026 in Review

Zhang Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q2 2026, buying an estimated $631 and bringing the position to 19,397 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #133.

Zhang Financial first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Zhang Financial held 19,397 shares of iShares Russell Mid-Cap ETF worth $2.14M as of Q2 2026.
Zhang Financial bought 6 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $631.
iShares Russell Mid-Cap ETF made up 0.06% of Zhang Financial's portfolio in Q2 2026, its #133 holding.
Zhang Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.