Advisornet Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $472K | Buy |
4,856
+254
| +6% | +$25.4K | 0.02% | 405 |
|
|
2025
Q4 | $443K | Buy |
4,602
+422
| +10% | +$40.6K | 0.02% | 416 |
|
|
2025
Q3 | $404K | Sell |
4,180
-419
| -9% | -$39.7K | 0.02% | 428 |
|
|
2025
Q2 | $423K | Buy |
4,599
+386
| +9% | +$33.3K | 0.03% | 405 |
|
|
2025
Q1 | $358K | Buy |
4,213
+237
| +6% | +$21.1K | 0.03% | 408 |
|
|
2024
Q4 | $351K | Buy |
3,976
+144
| +4% | +$13.1K | 0.03% | 384 |
|
|
2024
Q3 | $338K | Buy |
3,832
+838
| +28% | +$70.6K | 0.03% | 411 |
|
|
2024
Q2 | $243K | Buy |
2,994
+762
| +34% | +$62K | 0.02% | 437 |
|
|
2024
Q1 | $188K | Buy |
2,232
+573
| +35% | +$45.4K | 0.02% | 486 |
|
|
2023
Q4 | $129K | Sell |
1,659
-57
| -3% | -$4.05K | 0.01% | 570 |
|
|
2023
Q3 | $119K | Sell |
1,716
-3,117
| -64% | -$227K | 0.01% | 573 |
|
|
2023
Q2 | $353K | Buy |
4,833
+611
| +14% | +$42.5K | 0.03% | 370 |
|
|
2023
Q1 | $295K | Sell |
4,222
-125
| -3% | -$8.83K | 0.03% | 392 |
|
|
2022
Q4 | $293K | Sell |
4,347
-61
| -1% | -$4.11K | 0.03% | 398 |
|
|
2022
Q3 | $274K | Sell |
4,408
-390
| -8% | -$26.8K | 0.03% | 438 |
|
|
2022
Q2 | $310K | Buy |
4,798
+447
| +10% | +$31.8K | 0.03% | 410 |
|
|
2022
Q1 | $340K | Buy |
4,351
+11
| +0.3% | +$847 | 0.02% | 440 |
|
|
2021
Q4 | $360K | Sell |
4,340
-1,653
| -28% | -$136K | 0.02% | 461 |
|
|
2021
Q3 | $469K | Sell |
5,993
-760
| -11% | -$60.9K | 0.03% | 375 |
|
|
2021
Q2 | $535K | Sell |
6,753
-167
| -2% | -$13K | 0.04% | 372 |
|
|
2021
Q1 | $512K | Buy |
6,920
+48
| +0.7% | +$3.47K | 0.04% | 359 |
|
|
2020
Q4 | $471K | Sell |
6,872
-1,510
| -18% | -$96.2K | 0.04% | 352 |
|
|
2020
Q3 | $481K | Sell |
8,382
-1,307
| -13% | -$74.4K | 0.04% | 339 |
|
|
2020
Q2 | $519K | Sell |
9,689
-1,057
| -10% | -$53K | 0.04% | 333 |
|
|
2020
Q1 | $464K | Sell |
10,746
-2,166
| -17% | -$119K | 0.04% | 327 |
|
|
2019
Q4 | $770K | Buy |
12,912
+5,434
| +73% | +$312K | 0.07% | 250 |
|
|
2019
Q3 | $418K | Buy |
7,478
+892
| +14% | +$49.9K | 0.04% | 364 |
|
|
2019
Q2 | $368K | Buy |
6,586
+3,658
| +125% | +$201K | 0.04% | 357 |
|
|
2019
Q1 | $158K | Sell |
2,928
-61
| -2% | -$3.16K | 0.02% | 462 |
|
|
2018
Q4 | $139K | Buy |
2,989
+757
| +34% | +$38.2K | 0.02% | 453 |
|
|
2018
Q3 | $123K | Sell |
2,232
-4,420
| -66% | -$242K | 0.02% | 514 |
|
|
2018
Q2 | $353K | Sell |
6,652
-780
| -10% | -$41.1K | 0.05% | 292 |
|
|
2018
Q1 | $384K | Buy |
7,432
+176
| +2% | +$9.28K | 0.05% | 269 |
|
|
2017
Q4 | $378K | Buy |
+7,256
| New | +$368K | 0.06% | 242 |
|
Other funds holding IWR
Advisornet Financial's IWR Position: Q1 2026 in Review
Advisornet Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.5% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,856 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #405.
Advisornet Financial first reported a position in IWR in Q4 2017 and has held it in 34 quarters since. The position peaked at $770K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Advisornet Financial held 4,856 shares of iShares Russell Mid-Cap ETF worth $472K as of Q1 2026.
- Advisornet Financial bought 254 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $25.4K.
- iShares Russell Mid-Cap ETF made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #405 holding.
- Advisornet Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Advisornet Financial's iShares Russell Mid-Cap ETF position peaked at $770K in Q4 2019.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.