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

Alesco 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	$684K	Hold	6,200	–	–	0.02%	142
2026 Q1	$603K	Hold	6,200	–	–	0.02%	159
2025 Q4	$597K	Hold	6,200	–	–	0.02%	131
2025 Q3	$599K	Hold	6,200	–	–	0.02%	131
2025 Q2	$570K	Hold	6,200	–	–	0.02%	127
2025 Q1	$527K	Hold	6,200	–	–	0.02%	121
2024 Q4	$548K	Hold	6,200	–	–	0.02%	125
2024 Q3	$546K	Hold	6,200	–	–	0.02%	120
2024 Q2	$503K	Hold	6,200	–	–	0.02%	124
2024 Q1	$521K	Hold	6,200	–	–	0.02%	124
2023 Q4	$482K	Sell	6,200 -60	-1%	-$4.26K	0.02%	124
2023 Q3	$434K	Hold	6,260	–	–	0.02%	128
2023 Q2	$457K	Sell	6,260 -150	-2%	-$10.4K	0.02%	121
2023 Q1	$448K	Sell	6,410 -90	-1%	-$6.36K	0.02%	121
2022 Q4	$438K	Hold	6,500	–	–	0.02%	121
2022 Q3	$404K	Hold	6,500	–	–	0.02%	109
2022 Q2	$420K	Hold	6,500	–	–	0.02%	111
2022 Q1	$507K	Buy	+6,500	New	+$500K	0.02%	104

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Alesco Advisors's IWR Position: Q2 2026 in Review

Alesco Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 6,200 shares worth $684K. The position accounts for 0.02% of the portfolio, ranked #142.

Alesco Advisors first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Alesco Advisors held 6,200 shares of iShares Russell Mid-Cap ETF worth $684K as of Q2 2026.
Alesco Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Alesco Advisors's portfolio in Q2 2026, its #142 holding.
Alesco Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Alesco Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.