Asset Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Asset Advisory Group's IWR Position: Q2 2026 in Review
Asset Advisory Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.08% in Q2 2026, buying an estimated $841 and bringing the position to 9,558 shares worth $1.05M. The position accounts for 0.46% of the portfolio, ranked #42.
Asset Advisory Group first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Asset Advisory Group held 9,558 shares of iShares Russell Mid-Cap ETF worth $1.05M as of Q2 2026.
- Asset Advisory Group bought 8 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $841.
- iShares Russell Mid-Cap ETF made up 0.46% of Asset Advisory Group's portfolio in Q2 2026, its #42 holding.
- Asset Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.