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

Arkadios 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 		$3.27M Buy
33,653
+8,096
+32% +$809K 0.05% 358
2025
Q4 		$2.46M Buy
25,557
+10,801
+73% +$1.04M 0.05% 391
2025
Q3 		$1.42M Buy
14,756
+2,176
+17% +$206K 0.03% 512
2025
Q2 		$1.16M Buy
12,580
+8,911
+243% +$770K 0.03% 518
2025
Q1 		$312K Sell
3,669
-166
-4% -$14.8K 0.01% 893
2024
Q4 		$339K Buy
3,835
+572
+18% +$51.9K 0.02% 679
2024
Q3 		$288K Sell
3,263
-258
-7% -$21.7K 0.02% 722
2024
Q2 		$286K Buy
+3,521
New +$287K 0.02% 649
2021
Q4 		– Sell
-459
Closed -$35K – 1186
2021
Q3 		$35K Sell
459
-3,336
-88% -$267K 0.01% 1006
2021
Q2 		$300K Buy
3,795
+3,666
+2,842% +$284K 0.04% 450
2021
Q1 		$9K Sell
129
-414
-76% -$29.9K ﹤0.01% 1222
2020
Q4 		$37K Sell
543
-1,042
-66% -$66.4K 0.01% 615
2020
Q3 		$96.6K Sell
1,585
-839
-35% -$47.8K 0.05% 295
2020
Q2 		$132K Sell
2,424
-2,547
-51% -$128K 0.07% 215
2020
Q1 		$215K Sell
4,971
-115
-2% -$6.33K 0.14% 142
2019
Q4 		$314K Buy
+5,086
New +$292K 0.19% 116

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Arkadios Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 32% in Q1 2026, buying an estimated $809K and bringing the position to 33,653 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #358.

Arkadios Wealth Advisors first reported a position in IWR in Q4 2019 and has held it in 16 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Arkadios Wealth Advisors held 33,653 shares of iShares Russell Mid-Cap ETF worth $3.27M as of Q1 2026.
  • Arkadios Wealth Advisors bought 8,096 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $809K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #358 holding.
  • Arkadios Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 16 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.