Arax Advisory Partners’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
$9.17M Buy
83,145
+55,949
+206% +$5.88M 0.06% 325
2026
Q1
$2.64M Buy
27,196
+8,330
+44% +$832K 0.07% 218
2025
Q4
$1.82M Buy
+18,866
New +$1.81M 0.05% 255
2025
Q3
Sell
-316
Closed -$29.1K 3977
2025
Q2
$29.1K Hold
316
﹤0.01% 1493
2025
Q1
$26.9K Buy
+316
New +$28.2K ﹤0.01% 1181
2024
Q4
Sell
-180
Closed -$15.9K 2581
2024
Q3
$15.9K Hold
180
﹤0.01% 1180
2024
Q2
$14.6K Buy
+180
New +$14.7K ﹤0.01% 1090
2024
Q1
Sell
-281
Closed -$21.8K 1353
2023
Q4
$21.8K Buy
+281
New +$20K ﹤0.01% 635
2023
Q3
Sell
-7
Closed -$513 1342
2023
Q2
$513 Sell
7
-182
-96% -$12.7K ﹤0.01% 1207
2023
Q1
$13.2K Buy
+189
New +$13.3K ﹤0.01% 643
2022
Q3
Sell
-2,573
Closed -$166K 1237
2022
Q2
$166K Buy
+2,573
New +$183K 0.03% 241

Other funds holding IWR

Arax Advisory Partners's IWR Position: Q2 2026 in Review

Arax Advisory Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 206% in Q2 2026, buying an estimated $5.88M and bringing the position to 83,145 shares worth $9.17M. The position accounts for 0.06% of the portfolio, ranked #325.

Arax Advisory Partners first reported a position in IWR in Q2 2022 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Arax Advisory Partners held 83,145 shares of iShares Russell Mid-Cap ETF worth $9.17M as of Q2 2026.
  • Arax Advisory Partners bought 55,949 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.88M.
  • iShares Russell Mid-Cap ETF made up 0.06% of Arax Advisory Partners's portfolio in Q2 2026, its #325 holding.
  • Arax Advisory Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 11 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.