Arcadia Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Arcadia Investment 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 Q2	$115K	Hold	1,038	–	–	0.05%	56
2026 Q1	$101K	Hold	1,038	–	–	0.05%	55
2025 Q4	$99.9K	Hold	1,038	–	–	0.05%	55
2025 Q3	$100K	Hold	1,038	–	–	0.05%	54
2025 Q2	$95.5K	Hold	1,038	–	–	0.05%	54
2025 Q1	$88.3K	Hold	1,038	–	–	0.05%	50
2024 Q4	$91.8K	Sell	1,038 -202	-16%	-$18.3K	0.05%	48
2024 Q3	$109K	Hold	1,240	–	–	0.06%	48
2024 Q2	$101K	Hold	1,240	–	–	0.06%	46
2024 Q1	$104K	Hold	1,240	–	–	0.06%	47
2023 Q4	$96.4K	Hold	1,240	–	–	0.06%	48
2023 Q3	$85.9K	Hold	1,240	–	–	0.06%	48
2023 Q2	$90.6K	Hold	1,240	–	–	0.06%	49
2023 Q1	$86.7K	Hold	1,240	–	–	0.06%	48
2022 Q4	$83.6K	Hold	1,240	–	–	0.06%	48
2022 Q3	$77.1K	Hold	1,240	–	–	0.06%	45
2022 Q2	$80.2K	Hold	1,240	–	–	0.06%	42
2022 Q1	$96.8K	Hold	1,240	–	–	0.06%	43
2021 Q4	$103K	Hold	1,240	–	–	0.05%	43
2021 Q3	$97K	Hold	1,240	–	–	0.05%	44
2021 Q2	$98.3K	Hold	1,240	–	–	0.05%	43
2021 Q1	$91.7K	Hold	1,240	–	–	0.05%	43
2020 Q4	$85K	Hold	1,240	–	–	0.05%	41
2020 Q3	$71.2K	Hold	1,240	–	–	0.05%	43
2020 Q2	$66.5K	Hold	1,240	–	–	0.05%	41
2020 Q1	$53.5K	Hold	1,240	–	–	0.04%	44
2019 Q4	$73.9K	Hold	1,240	–	–	0.05%	33
2019 Q3	$69.4K	Hold	1,240	–	–	0.05%	37
2019 Q2	$69.3K	Hold	1,240	–	–	0.05%	38
2019 Q1	$66.9K	Hold	1,240	–	–	0.05%	40
2018 Q4	$57.6K	Hold	1,240	–	–	0.05%	39
2018 Q3	$68.4K	Hold	1,240	–	–	0.05%	35
2018 Q2	$65.8K	Hold	1,240	–	–	0.05%	38
2018 Q1	$64K	Hold	1,240	–	–	0.05%	32
2017 Q4	$64.5K	Buy	+1,240	New	+$62.9K	0.06%	33

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arcadia Investment Advisors's IWR Position: Q2 2026 in Review

Arcadia Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,038 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #56.

Arcadia Investment Advisors first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Arcadia Investment Advisors held 1,038 shares of iShares Russell Mid-Cap ETF worth $115K as of Q2 2026.
Arcadia Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Arcadia Investment Advisors's portfolio in Q2 2026, its #56 holding.
Arcadia Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.