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Bay Colony Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bay Colony Advisors’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 		$1.69M Buy
15,276
+38
+0.2% +$4K 0.19% 114
2026
Q1 		$1.48M Buy
15,238
+15
+0.1% +$1.5K 0.18% 114
2025
Q4 		$1.47M Buy
15,223
+57
+0.4% +$5.48K 0.18% 112
2025
Q3 		$1.46M Buy
15,166
+47
+0.3% +$4.46K 0.17% 120
2025
Q2 		$1.39M Buy
15,119
+64
+0.4% +$5.53K 0.19% 105
2025
Q1 		$1.27M Buy
15,055
+43
+0.3% +$3.83K 0.19% 108
2024
Q4 		$1.33M Buy
15,012
+50
+0.3% +$4.54K 0.2% 108
2024
Q3 		$1.32M Buy
14,962
+59
+0.4% +$4.97K 0.2% 115
2024
Q2 		$1.21M Sell
14,903
-66
-0.4% -$5.37K 0.2% 105
2024
Q1 		$1.26M Buy
14,969
+36
+0.2% +$2.85K 0.22% 98
2023
Q4 		$1.16M Buy
+14,933
New +$1.06M 0.23% 97

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bay Colony Advisors's IWR Position: Q2 2026 in Review

Bay Colony Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.25% in Q2 2026, buying an estimated $4K and bringing the position to 15,276 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #114.

Bay Colony Advisors first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Bay Colony Advisors held 15,276 shares of iShares Russell Mid-Cap ETF worth $1.69M as of Q2 2026.
  • Bay Colony Advisors bought 38 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $4K.
  • iShares Russell Mid-Cap ETF made up 0.19% of Bay Colony Advisors's portfolio in Q2 2026, its #114 holding.
  • Bay Colony Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.