Advisory Alpha’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advisory Alpha's IWR Position: Q2 2026 in Review

Advisory Alpha increased its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q2 2026, buying an estimated $9.36K and bringing the position to 4,445 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #377.

Advisory Alpha first reported a position in IWR in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.06M in Q1 2022. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

• Advisory Alpha held 4,445 shares of iShares Russell Mid-Cap ETF worth $490K as of Q2 2026.
• Advisory Alpha bought 89 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.36K.
• iShares Russell Mid-Cap ETF made up 0.01% of Advisory Alpha's portfolio in Q2 2026, its #377 holding.
• Advisory Alpha first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 25 quarters since.
• Advisory Alpha's iShares Russell Mid-Cap ETF position peaked at $1.06M in Q1 2022.
• 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Advisory Alpha's 13F filing for Q2 2026, filed 11 Aug 2026.