Avantax Planning Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Avantax Planning Partners’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	$307K	Sell	2,779 -104	-4%	-$10.9K	0.01%	362
2026 Q1	$280K	Sell	2,883 -367	-11%	-$36.7K	0.01%	362
2025 Q4	$313K	Sell	3,250 -50	-2%	-$4.81K	0.01%	351
2025 Q3	$319K	Sell	3,300 -661	-17%	-$62.7K	0.01%	342
2025 Q2	$364K	Hold	3,961	–	–	0.01%	315
2025 Q1	$337K	Hold	3,961	–	–	0.01%	317
2024 Q4	$350K	Sell	3,961 -226	-5%	-$20.5K	0.01%	307
2024 Q3	$369K	Sell	4,187 -251	-6%	-$21.1K	0.01%	300
2024 Q2	$360K	Sell	4,438 -137	-3%	-$11.2K	0.01%	332
2024 Q1	$385K	Buy	4,575 +1,552	+51%	+$123K	0.01%	327
2023 Q4	$235K	Sell	3,023 -818	-21%	-$58.1K	0.01%	333
2023 Q3	$266K	Hold	3,841	–	–	0.01%	301
2023 Q2	$281K	Sell	3,841 -251	-6%	-$17.5K	0.01%	302
2023 Q1	$286K	Sell	4,092 -231	-5%	-$16.3K	0.01%	304
2022 Q4	$292K	Sell	4,323 -27	-0.6%	-$1.82K	0.01%	304
2022 Q3	$270K	Buy	4,350 +531	+14%	+$36.5K	0.01%	293
2022 Q2	$247K	Sell	3,819 -554	-13%	-$39.4K	0.01%	298
2022 Q1	$341K	Buy	+4,373	New	+$337K	0.01%	261
2018 Q4	–	Sell	-56	Closed	-$3K	–	745
2018 Q3	$3K	Buy	+56	New	+$3.07K	﹤0.01%	1259
2018 Q2	–	Sell	-716	Closed	-$37K	–	845
2018 Q1	$37K	Buy	+716	New	+$37.7K	﹤0.01%	591

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

Avantax Planning Partners's IWR Position: Q2 2026 in Review

Avantax Planning Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q2 2026, selling an estimated $10.9K and leaving 2,779 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #362.

Avantax Planning Partners first reported a position in IWR in Q1 2018 and has held it in 20 quarters since. The position peaked at $385K in Q1 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Avantax Planning Partners held 2,779 shares of iShares Russell Mid-Cap ETF worth $307K as of Q2 2026.
Avantax Planning Partners sold 104 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.9K.
iShares Russell Mid-Cap ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #362 holding.
Avantax Planning Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 20 quarters since.
Avantax Planning Partners's iShares Russell Mid-Cap ETF position peaked at $385K in Q1 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.