Addison Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Addison Advisors’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	$52.5K	Hold	476	–	–	0.02%	245
2026 Q1	$46.3K	Buy	+476	New	+$47.5K	0.01%	440
2023 Q3	–	Sell	-325	Closed	-$23.7K	–	690
2023 Q2	$23.7K	Hold	325	–	–	0.01%	397
2023 Q1	$22.7K	Hold	325	–	–	0.01%	384
2022 Q4	$21.9K	Hold	325	–	–	0.01%	367
2022 Q3	$20K	Hold	325	–	–	0.01%	350
2022 Q2	$21K	Hold	325	–	–	0.01%	351
2022 Q1	$25K	Buy	+325	New	+$25K	0.01%	372

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

Addison Advisors's IWR Position: Q2 2026 in Review

Addison Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 476 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #245.

Addison Advisors first reported a position in IWR in Q1 2022 and has held it in 8 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Addison Advisors held 476 shares of iShares Russell Mid-Cap ETF worth $52.5K as of Q2 2026.
Addison Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Addison Advisors's portfolio in Q2 2026, its #245 holding.
Addison Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 8 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.