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

Allium Financial 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	$4.05M	Buy	36,717 +3,915	+12%	+$412K	2.65%	10
2026 Q1	$3.19M	Buy	32,802 +998	+3%	+$99.7K	2.56%	10
2025 Q4	$3.06M	Buy	31,804 +3,963	+14%	+$381K	2.43%	11
2025 Q3	$2.69M	Buy	27,841 +638	+2%	+$60.5K	2.22%	11
2025 Q2	$2.5M	Sell	27,203 -477	-2%	-$41.2K	2.18%	11
2025 Q1	$2.35M	Buy	+27,680	New	+$2.47M	2.15%	11

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

Allium Financial Advisors's IWR Position: Q2 2026 in Review

Allium Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q2 2026, buying an estimated $412K and bringing the position to 36,717 shares worth $4.05M. The position accounts for 2.65% of the portfolio, ranked #10.

Allium Financial Advisors first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Allium Financial Advisors held 36,717 shares of iShares Russell Mid-Cap ETF worth $4.05M as of Q2 2026.
Allium Financial Advisors bought 3,915 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $412K.
iShares Russell Mid-Cap ETF made up 2.65% of Allium Financial Advisors's portfolio in Q2 2026, its #10 holding.
Allium Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Allium Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.