Avantax Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$97M	Buy	1,054,593 +37,744	+4%	+$3.26M	0.53%	26
2025 Q1	$86.5M	Buy	1,016,849 +3,416	+0.3%	+$305K	0.52%	27
2024 Q4	$89.6M	Buy	1,013,433 +17,299	+2%	+$1.57M	0.56%	24
2024 Q3	$87.8M	Sell	996,134 -35,446	-3%	-$2.99M	0.58%	23
2024 Q2	$83.6M	Sell	1,031,580 -11,892	-1%	-$968K	0.6%	21
2024 Q1	$87.7M	Sell	1,043,472 -117,519	-10%	-$9.31M	0.78%	16
2023 Q4	$90.2M	Sell	1,160,991 -13,637	-1%	-$969K	0.9%	15
2023 Q3	$81.3M	Sell	1,174,628 -6,779	-0.6%	-$495K	0.91%	13
2023 Q2	$86.3M	Buy	1,181,407 +6,723	+0.6%	+$468K	0.99%	14
2023 Q1	$82.1M	Sell	1,174,684 -39,825	-3%	-$2.81M	1.01%	13
2022 Q4	$81.9M	Sell	1,214,509 -61,743	-5%	-$4.16M	1.09%	12
2022 Q3	$79.3M	Buy	1,276,252 +46,142	+4%	+$3.17M	1.22%	13
2022 Q2	$79.5M	Buy	1,230,110 +10,461	+0.9%	+$745K	1.2%	13
2022 Q1	$95.2M	Buy	1,219,649 +29,567	+2%	+$2.28M	1.31%	14
2021 Q4	$98.8M	Buy	1,190,082 +38,198	+3%	+$3.14M	1.49%	12
2021 Q3	$90.1M	Buy	1,151,884 +41,365	+4%	+$3.31M	1.5%	12
2021 Q2	$88M	Buy	1,110,519 +25,966	+2%	+$2.01M	1.6%	12
2021 Q1	$80.2M	Buy	1,084,553 +3,418	+0.3%	+$247K	1.72%	11
2020 Q4	$74.1M	Sell	1,081,135 -669,237	-38%	-$42.6M	1.76%	11
2020 Q3	$100M	Buy	1,750,372 +630,079	+56%	+$35.9M	1.61%	10
2020 Q2	$60.1M	Sell	1,120,293 -2,245,802	-67%	-$113M	1.73%	10
2020 Q1	$145M	Buy	3,366,095 +84,316	+3%	+$4.64M	4.34%	4
2019 Q4	$196M	Buy	3,281,779 +174,678	+6%	+$10M	4.53%	5
2019 Q3	$174M	Buy	3,107,101 +182,103	+6%	+$10.2M	7.03%	4
2019 Q2	$163M	Buy	2,924,998 +264,595	+10%	+$14.5M	7.2%	4
2019 Q1	$144M	Buy	2,660,403 +2,376,572	+837%	+$123M	7.63%	4
2018 Q4	$12.6M	Buy	+283,831	New	+$14.3M	2.12%	5

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Advisory Services's IWR Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q2 2025, buying an estimated $3.26M and bringing the position to 1,054,593 shares worth $97M. The position accounts for 0.53% of the portfolio, ranked #26.

Avantax Advisory Services first reported a position in IWR in Q4 2018 and has held it in 27 quarters since. The position peaked at $196M in Q4 2019. 1,442 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Avantax Advisory Services held 1,054,593 shares of iShares Russell Mid-Cap ETF worth $97M as of Q2 2025.
Avantax Advisory Services bought 37,744 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $3.26M.
iShares Russell Mid-Cap ETF made up 0.53% of Avantax Advisory Services's portfolio in Q2 2025, its #26 holding.
Avantax Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's iShares Russell Mid-Cap ETF position peaked at $196M in Q4 2019.
1,442 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.