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

AmeriServ Wealth 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	$704K	Sell	7,239 -1,013	-12%	-$101K	0.45%	25
2025 Q4	$794K	Sell	8,252 -546	-6%	-$52.5K	0.46%	26
2025 Q3	$849K	Sell	8,798 -343	-4%	-$32.5K	0.43%	27
2025 Q2	$841K	Buy	9,141 +61	+0.7%	+$5.27K	0.42%	30
2025 Q1	$772K	Buy	+9,080	New	+$810K	0.45%	28
2014 Q1	–	Sell	-11,720	Closed	-$439K	–	155
2013 Q4	$439K	Sell	11,720 -2,000	-15%	-$72.3K	0.26%	106
2013 Q3	$477K	Sell	13,720 -1,200	-8%	-$41K	0.3%	101
2013 Q2	$484K	Buy	+14,920	New	+$484K	0.31%	92

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

AmeriServ Wealth Advisors's IWR Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, selling an estimated $101K and leaving 7,239 shares worth $704K. The position accounts for 0.45% of the portfolio, ranked #25.

AmeriServ Wealth Advisors first reported a position in IWR in Q2 2013 and has held it in 8 quarters since. The position peaked at $849K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

AmeriServ Wealth Advisors held 7,239 shares of iShares Russell Mid-Cap ETF worth $704K as of Q1 2026.
AmeriServ Wealth Advisors sold 1,013 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $101K.
iShares Russell Mid-Cap ETF made up 0.45% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #25 holding.
AmeriServ Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 8 quarters since.
AmeriServ Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $849K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.