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 Q2	$3.86M	Buy	34,986 +1,333	+4%	+$140K	0.06%	326
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 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

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

Arkadios Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 4% in Q2 2026, buying an estimated $140K and bringing the position to 34,986 shares worth $3.86M. The position accounts for 0.06% of the portfolio, ranked #326.

Arkadios Wealth Advisors first reported a position in IWR in Q4 2019 and has held it in 17 quarters since. 1,590 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Arkadios Wealth Advisors held 34,986 shares of iShares Russell Mid-Cap ETF worth $3.86M as of Q2 2026.
Arkadios Wealth Advisors bought 1,333 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $140K.
iShares Russell Mid-Cap ETF made up 0.06% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #326 holding.
Arkadios Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 17 quarters since.
1,590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.