American Wealth Advisors’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
$1.1M Buy
9,931
+131
+1% +$13.8K 1.03% 15
2026
Q1
$953K Buy
9,800
+186
+2% +$18.6K 0.99% 16
2025
Q4
$926K Sell
9,614
-109
-1% -$10.5K 0.91% 16
2025
Q3
$939K Buy
+9,723
New +$922K 0.93% 16

Other funds holding IWR

American Wealth Advisors's IWR Position: Q2 2026 in Review

American Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q2 2026, buying an estimated $13.8K and bringing the position to 9,931 shares worth $1.1M. The position accounts for 1.03% of the portfolio, ranked #15.

American Wealth Advisors first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • American Wealth Advisors held 9,931 shares of iShares Russell Mid-Cap ETF worth $1.1M as of Q2 2026.
  • American Wealth Advisors bought 131 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Russell Mid-Cap ETF made up 1.03% of American Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • American Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on American Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.