Avior Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.63M | Sell |
14,748
-830
| -5% | -$87.3K | 0.04% | 277 |
|
|
2026
Q1 | $1.51M | Buy |
15,578
+367
| +2% | +$36.7K | 0.04% | 282 |
|
|
2025
Q4 | $1.46M | Buy |
15,211
+295
| +2% | +$28.4K | 0.05% | 246 |
|
|
2025
Q3 | $1.44M | Buy |
14,916
+7,152
| +92% | +$678K | 0.05% | 240 |
|
|
2025
Q2 | $714K | Sell |
7,764
-3,837
| -33% | -$331K | 0.02% | 357 |
|
|
2025
Q1 | $987K | Sell |
11,601
-957
| -8% | -$85.4K | 0.04% | 268 |
|
|
2024
Q4 | $1.11M | Buy |
12,558
+706
| +6% | +$64.1K | 0.04% | 265 |
|
|
2024
Q3 | $1.04M | Buy |
11,852
+108
| +0.9% | +$9.1K | 0.04% | 278 |
|
|
2024
Q2 | $952K | Buy |
11,744
+7,230
| +160% | +$588K | 0.04% | 280 |
|
|
2024
Q1 | $380K | Buy |
4,514
+1,971
| +78% | +$156K | 0.02% | 521 |
|
|
2023
Q4 | $198K | Buy |
2,543
+1
| +0% | +$71 | 0.01% | 519 |
|
|
2023
Q3 | $176K | Hold |
2,542
| – | – | 0.01% | 549 |
|
|
2023
Q2 | $186K | Hold |
2,542
| – | – | 0.01% | 542 |
|
|
2023
Q1 | $178K | Sell |
2,542
-21
| -0.8% | -$1.48K | 0.01% | 545 |
|
|
2022
Q4 | $173K | Sell |
2,563
-17
| -0.7% | -$1.15K | 0.01% | 485 |
|
|
2022
Q3 | $160K | Sell |
2,580
-12,166
| -83% | -$837K | 0.01% | 477 |
|
|
2022
Q2 | $953K | Sell |
14,746
-59
| -0.4% | -$4.2K | 0.1% | 151 |
|
|
2022
Q1 | $1.16M | Hold |
14,805
| – | – | 0.1% | 144 |
|
|
2021
Q4 | $1.23M | Buy |
14,805
+61
| +0.4% | +$5.01K | 0.1% | 159 |
|
|
2021
Q3 | $1.15M | Buy |
14,744
+21
| +0.1% | +$1.68K | 0.1% | 159 |
|
|
2021
Q2 | $1.17M | Hold |
14,723
| – | – | 0.12% | 155 |
|
|
2021
Q1 | $1.09M | Buy |
14,723
+1
| +0% | +$72 | 0.12% | 163 |
|
|
2020
Q4 | $1.01M | Hold |
14,722
| – | – | 0.12% | 155 |
|
|
2020
Q3 | $844K | Hold |
14,722
| – | – | 0.12% | 157 |
|
|
2020
Q2 | $789K | Sell |
14,722
-2,843
| -16% | -$142K | 0.12% | 156 |
|
|
2020
Q1 | $758K | Sell |
17,565
-129
| -0.7% | -$7.1K | 0.15% | 149 |
|
|
2019
Q4 | $1.05M | Sell |
17,694
-34
| -0.2% | -$1.95K | 0.17% | 131 |
|
|
2019
Q3 | $991K | Buy |
17,728
+129
| +0.7% | +$7.21K | 0.17% | 123 |
|
|
2019
Q2 | $983K | Sell |
17,599
-224
| -1% | -$12.3K | 0.18% | 126 |
|
|
2019
Q1 | $961K | Sell |
17,823
-388
| -2% | -$20.1K | 0.2% | 109 |
|
|
2018
Q4 | $846K | Buy |
18,211
+75
| +0.4% | +$3.78K | 0.2% | 107 |
|
|
2018
Q3 | $1M | Sell |
18,136
-4
| -0% | -$219 | 0.21% | 103 |
|
|
2018
Q2 | $962K | Hold |
18,140
| – | – | 0.22% | 104 |
|
|
2018
Q1 | $936K | Buy |
18,140
+24
| +0.1% | +$1.26K | 0.22% | 109 |
|
|
2017
Q4 | $943K | Buy |
18,116
+1,080
| +6% | +$54.8K | 0.21% | 109 |
|
|
2017
Q3 | $893K | Sell |
17,036
-1,080
| -6% | -$52.1K | 0.29% | 97 |
|
|
2017
Q2 | $870K | Sell |
18,116
-928
| -5% | -$44K | 0.36% | 82 |
|
|
2017
Q1 | $891K | Buy |
19,044
+3,048
| +19% | +$141K | 0.3% | 99 |
|
|
2016
Q4 | $715K | Sell |
15,996
-180
| -1% | -$7.87K | 0.27% | 101 |
|
|
2016
Q3 | $705K | Buy |
16,176
+220
| +1% | +$9.54K | 0.28% | 101 |
|
|
2016
Q2 | $671K | Sell |
15,956
-3,036
| -16% | -$125K | 0.28% | 98 |
|
|
2016
Q1 | $774K | Sell |
18,992
-1,192
| -6% | -$45.4K | 0.34% | 94 |
|
|
2015
Q4 | $808K | Buy |
20,184
+176
| +0.9% | +$7.17K | 0.44% | 75 |
|
|
2015
Q3 | $778K | Buy |
20,008
+876
| +5% | +$36.3K | 0.46% | 73 |
|
|
2015
Q2 | $815K | Buy |
19,132
+236
| +1% | +$10.3K | 0.64% | 37 |
|
|
2015
Q1 | $818K | Sell |
18,896
-344
| -2% | -$14.6K | 0.63% | 35 |
|
|
2014
Q4 | $804K | Buy |
19,240
+200
| +1% | +$8.12K | 0.64% | 34 |
|
|
2014
Q3 | $754K | Buy |
19,040
+596
| +3% | +$24K | 0.64% | 36 |
|
|
2014
Q2 | $750K | Sell |
18,444
-320
| -2% | -$12.5K | 0.63% | 37 |
|
|
2014
Q1 | $726K | Hold |
18,764
| – | – | 0.61% | 36 |
|
|
2013
Q4 | $704K | Buy |
+18,764
| New | +$678K | 0.67% | 33 |
|
Other funds holding IWR
Avior Wealth Management's IWR Position: Q2 2026 in Review
Avior Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.3% in Q2 2026, selling an estimated $87.3K and leaving 14,748 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #277.
Avior Wealth Management first reported a position in IWR in Q4 2013 and has held it in 51 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Avior Wealth Management held 14,748 shares of iShares Russell Mid-Cap ETF worth $1.63M as of Q2 2026.
- Avior Wealth Management sold 830 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $87.3K.
- iShares Russell Mid-Cap ETF made up 0.04% of Avior Wealth Management's portfolio in Q2 2026, its #277 holding.
- Avior Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 51 quarters since.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.