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 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 $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

Allium Financial Advisors's IWR Position: Q1 2026 in Review

Allium Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q1 2026, buying an estimated $99.7K and bringing the position to 32,802 shares worth $3.19M. The position accounts for 2.56% of the portfolio, ranked #10.

Allium Financial Advisors first reported a position in IWR in Q1 2025 and has held it in 5 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Allium Financial Advisors held 32,802 shares of iShares Russell Mid-Cap ETF worth $3.19M as of Q1 2026.
Allium Financial Advisors bought 998 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $99.7K.
iShares Russell Mid-Cap ETF made up 2.56% of Allium Financial Advisors's portfolio in Q1 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 5 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.