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

Avion Wealth’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	$12K	Hold	113	–	–	﹤0.01%	539
2026 Q1	$10K	Hold	113	–	–	﹤0.01%	497
2025 Q4	$10K	Buy	113 +91	+414%	+$8.75K	﹤0.01%	488
2025 Q3	$2K	Hold	22	–	–	﹤0.01%	866
2025 Q2	$2K	Hold	22	–	–	﹤0.01%	818
2025 Q1	$1K	Hold	22	–	–	﹤0.01%	870
2024 Q4	$1K	Hold	22	–	–	﹤0.01%	867
2024 Q3	$1K	Buy	+22	New	+$1.85K	﹤0.01%	825
2023 Q4	–	Sell	-93	Closed	-$6K	–	1214
2023 Q3	$6K	Hold	93	–	–	﹤0.01%	333
2023 Q2	$6K	Hold	93	–	–	﹤0.01%	340
2023 Q1	$6K	Hold	93	–	–	﹤0.01%	301
2022 Q4	$5K	Hold	93	–	–	﹤0.01%	324
2022 Q3	$6K	Hold	93	–	–	﹤0.01%	312
2022 Q2	$6K	Buy	+93	New	+$6.62K	﹤0.01%	308

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

Avion Wealth's IWR Position: Q2 2026 in Review

Avion Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 113 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Avion Wealth first reported a position in IWR in Q2 2022 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Avion Wealth held 113 shares of iShares Russell Mid-Cap ETF worth $12K as of Q2 2026.
Avion Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #539 holding.
Avion Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.