Allworth 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
Q2 | $2.72M | Buy |
24,695
+833
| +3% | +$87.6K | 0.01% | 461 |
|
|
2026
Q1 | $2.32M | Buy |
23,862
+2,079
| +10% | +$208K | 0.01% | 500 |
|
|
2025
Q4 | $2.1M | Buy |
21,783
+1,625
| +8% | +$156K | 0.01% | 503 |
|
|
2025
Q3 | $1.95M | Buy |
20,158
+1,077
| +6% | +$102K | 0.01% | 504 |
|
|
2025
Q2 | $1.75M | Buy |
19,081
+781
| +4% | +$67.5K | 0.01% | 512 |
|
|
2025
Q1 | $1.53M | Sell |
18,300
-227
| -1% | -$20.2K | 0.01% | 455 |
|
|
2024
Q4 | $1.71M | Buy |
18,527
+11,620
| +168% | +$1.05M | 0.01% | 434 |
|
|
2024
Q3 | $609K | Sell |
6,907
-560
| -7% | -$47.2K | ﹤0.01% | 534 |
|
|
2024
Q2 | $623K | Sell |
7,467
-3,873
| -34% | -$315K | ﹤0.01% | 523 |
|
|
2024
Q1 | $954K | Buy |
11,340
+858
| +8% | +$68K | 0.01% | 420 |
|
|
2023
Q4 | $815K | Buy |
10,482
+208
| +2% | +$14.8K | 0.01% | 436 |
|
|
2023
Q3 | $711K | Buy |
10,274
+576
| +6% | +$42K | 0.01% | 422 |
|
|
2023
Q2 | $708K | Sell |
9,698
-1,526
| -14% | -$106K | 0.01% | 434 |
|
|
2023
Q1 | $785K | Buy |
11,224
+3,469
| +45% | +$245K | 0.01% | 384 |
|
|
2022
Q4 | $523K | Buy |
7,755
+1,819
| +31% | +$123K | 0.01% | 448 |
|
|
2022
Q3 | $369K | Sell |
5,936
-498
| -8% | -$34.3K | ﹤0.01% | 477 |
|
|
2022
Q2 | $416K | Sell |
6,434
-3,489
| -35% | -$248K | 0.01% | 431 |
|
|
2022
Q1 | $774K | Buy |
9,923
+325
| +3% | +$25K | 0.01% | 336 |
|
|
2021
Q4 | $797K | Buy |
9,598
+1,068
| +13% | +$87.7K | 0.01% | 314 |
|
|
2021
Q3 | $667K | Buy |
8,530
+158
| +2% | +$12.7K | 0.01% | 293 |
|
|
2021
Q2 | $663K | Buy |
8,372
+465
| +6% | +$36.1K | 0.01% | 228 |
|
|
2021
Q1 | $585K | Buy |
7,907
+85
| +1% | +$6.14K | 0.01% | 221 |
|
|
2020
Q4 | $536K | Buy |
7,822
+320
| +4% | +$20.4K | 0.01% | 170 |
|
|
2020
Q3 | $430K | Buy |
7,502
+102
| +1% | +$5.81K | 0.01% | 164 |
|
|
2020
Q2 | $397K | Sell |
7,400
-95
| -1% | -$4.76K | 0.01% | 169 |
|
|
2020
Q1 | $324K | Buy |
7,495
+270
| +4% | +$14.9K | 0.01% | 191 |
|
|
2019
Q4 | $431K | Buy |
7,225
+4,437
| +159% | +$255K | 0.02% | 123 |
|
|
2019
Q3 | $156K | Hold |
2,788
| – | – | 0.01% | 192 |
|
|
2019
Q2 | $156K | Hold |
2,788
| – | – | 0.01% | 192 |
|
|
2019
Q1 | $150K | Hold |
2,788
| – | – | 0.01% | 192 |
|
|
2018
Q4 | $130K | Hold |
2,788
| – | – | 0.01% | 188 |
|
|
2018
Q3 | $154K | Buy |
2,788
+1,108
| +66% | +$60.7K | 0.01% | 184 |
|
|
2018
Q2 | $89K | Hold |
1,680
| – | – | ﹤0.01% | 216 |
|
|
2018
Q1 | $87K | Buy |
1,680
+220
| +15% | +$11.6K | 0.01% | 182 |
|
|
2017
Q4 | $76K | Hold |
1,460
| – | – | 0.01% | 196 |
|
|
2017
Q3 | $72K | Sell |
1,460
-4,272
| -75% | -$206K | 0.01% | 197 |
|
|
2017
Q2 | $275K | Buy |
5,732
+648
| +13% | +$30.7K | 0.02% | 87 |
|
|
2017
Q1 | $238K | Buy |
5,084
+3,624
| +248% | +$168K | 0.02% | 90 |
|
|
2016
Q4 | $65K | Hold |
1,460
| – | – | 0.01% | 195 |
|
|
2016
Q3 | $64K | Hold |
1,460
| – | – | 0.01% | 190 |
|
|
2016
Q2 | $61K | Hold |
1,460
| – | – | 0.01% | 189 |
|
|
2016
Q1 | $59K | Hold |
1,460
| – | – | 0.01% | 199 |
|
|
2015
Q4 | $58K | Hold |
1,460
| – | – | 0.01% | 194 |
|
|
2015
Q3 | $57K | Hold |
1,460
| – | – | 0.02% | 197 |
|
|
2015
Q2 | $62K | Hold |
1,460
| – | – | 0.02% | 188 |
|
|
2015
Q1 | $63K | Buy |
+1,460
| New | +$62.1K | 0.02% | 187 |
|
Other funds holding IWR
Allworth Financial's IWR Position: Q2 2026 in Review
Allworth Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q2 2026, buying an estimated $87.6K and bringing the position to 24,695 shares worth $2.72M. The position accounts for 0.01% of the portfolio, ranked #461.
Allworth Financial first reported a position in IWR in Q1 2015 and has held it in 46 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Allworth Financial held 24,695 shares of iShares Russell Mid-Cap ETF worth $2.72M as of Q2 2026.
- Allworth Financial bought 833 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $87.6K.
- iShares Russell Mid-Cap ETF made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #461 holding.
- Allworth Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 46 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.