Advisor Resource Council’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advisor Resource Council’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	$983K	Hold	10,112	–	–	0.32%	57
2025 Q4	$973K	Hold	10,112	–	–	0.35%	61
2025 Q3	$976K	Hold	10,112	–	–	1.32%	15
2025 Q2	$930K	Sell	10,112 -3,059	-23%	-$264K	0.36%	43
2025 Q1	$1.12M	Sell	13,171 -9,105	-41%	-$812K	0.09%	228
2024 Q4	$1.97M	Buy	+22,276	New	+$2.02M	1.41%	11
2024 Q3	–	Sell	-11,258	Closed	-$913K	–	252
2024 Q2	$913K	Sell	11,258 -812	-7%	-$66.1K	1.67%	10
2024 Q1	$1.01M	Buy	+12,070	New	+$956K	0.43%	50
2023 Q4	–	Sell	-9,976	Closed	-$691K	–	508
2023 Q3	$691K	Hold	9,976	–	–	0.36%	52
2023 Q2	$729K	Hold	9,976	–	–	0.33%	52
2023 Q1	$698K	Hold	9,976	–	–	0.18%	147
2022 Q4	$673K	Hold	9,976	–	–	0.33%	63
2022 Q3	$620K	Sell	9,976 -3,211	-24%	-$221K	0.42%	62
2022 Q2	$853K	Buy	13,187 +2,361	+22%	+$168K	0.08%	212
2022 Q1	$845K	Sell	10,826 -3,163	-23%	-$243K	0.25%	108
2021 Q4	$1.16M	Sell	13,989 -8,313	-37%	-$682K	0.09%	218
2021 Q3	$1.75M	Buy	22,302 +9,140	+69%	+$732K	0.53%	50
2021 Q2	$1.04M	Buy	+13,162	New	+$1.02M	0.11%	199

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advisor Resource Council's IWR Position: Q1 2026 in Review

Advisor Resource Council held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 10,112 shares worth $983K. The position accounts for 0.32% of the portfolio, ranked #57.

Advisor Resource Council first reported a position in IWR in Q2 2021 and has held it in 18 quarters since. The position peaked at $1.97M in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Advisor Resource Council held 10,112 shares of iShares Russell Mid-Cap ETF worth $983K as of Q1 2026.
Advisor Resource Council left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.32% of Advisor Resource Council's portfolio in Q1 2026, its #57 holding.
Advisor Resource Council first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 18 quarters since.
Advisor Resource Council's iShares Russell Mid-Cap ETF position peaked at $1.97M in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Advisor Resource Council's 13F filing for Q1 2026, filed 7 May 2026.