Beacon Financial Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Beacon Financial Advisory’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	$1.04M	Buy	9,402 +6	+0.1%	+$631	0.2%	136
2026 Q1	$914K	Buy	9,396 +7	+0.1%	+$699	0.21%	132
2025 Q4	$904K	Sell	9,389 -42	-0.4%	-$4.04K	0.21%	127
2025 Q3	$911K	Buy	9,431 +8	+0.1%	+$758	0.21%	131
2025 Q2	$867K	Buy	9,423 +103	+1%	+$8.9K	0.22%	125
2025 Q1	$793K	Sell	9,320 -953	-9%	-$85K	0.24%	114
2024 Q4	$908K	Sell	10,273 -142	-1%	-$12.9K	0.3%	93
2024 Q3	$918K	Buy	10,415 +651	+7%	+$54.9K	0.31%	90
2024 Q2	$792K	Buy	9,764 +3,243	+50%	+$264K	0.3%	98
2024 Q1	$548K	Sell	6,521 -2,632	-29%	-$209K	0.27%	108
2023 Q4	$711K	Sell	9,153 -48	-0.5%	-$3.41K	0.34%	89
2023 Q3	$637K	Hold	9,201	–	–	0.35%	95
2023 Q2	$672K	Buy	9,201 +9	+0.1%	+$626	0.39%	85
2023 Q1	$643K	Buy	9,192 +14	+0.2%	+$989	0.41%	78
2022 Q4	$619K	Sell	9,178 -175	-2%	-$11.8K	0.44%	70
2022 Q3	$581K	Sell	9,353 -838	-8%	-$57.6K	0.41%	80
2022 Q2	$659K	Sell	10,191 -338	-3%	-$24.1K	0.37%	85
2022 Q1	$822K	Buy	10,529 +17	+0.2%	+$1.31K	0.39%	80
2021 Q4	$873K	Buy	10,512 +1,093	+12%	+$89.7K	0.4%	79
2021 Q3	$737K	Buy	9,419 +11	+0.1%	+$881	0.38%	80
2021 Q2	$745K	Buy	9,408 +247	+3%	+$19.2K	0.4%	83
2021 Q1	$677K	Buy	9,161 +409	+5%	+$29.6K	0.39%	91
2020 Q4	$599K	Buy	8,752 +10	+0.1%	+$637	0.39%	82
2020 Q3	$501K	Sell	8,742 -139	-2%	-$7.91K	0.44%	70
2020 Q2	$476K	Sell	8,881 -2,679	-23%	-$134K	0.52%	55
2020 Q1	$499K	Sell	11,560 -6,889	-37%	-$379K	0.63%	48
2019 Q4	$1.1M	Buy	+18,449	New	+$1.06M	0.94%	33

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

Beacon Financial Advisory's IWR Position: Q2 2026 in Review

Beacon Financial Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.06% in Q2 2026, buying an estimated $631 and bringing the position to 9,402 shares worth $1.04M. The position accounts for 0.2% of the portfolio, ranked #136.

Beacon Financial Advisory first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.1M in Q4 2019. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Beacon Financial Advisory held 9,402 shares of iShares Russell Mid-Cap ETF worth $1.04M as of Q2 2026.
Beacon Financial Advisory bought 6 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $631.
iShares Russell Mid-Cap ETF made up 0.2% of Beacon Financial Advisory's portfolio in Q2 2026, its #136 holding.
Beacon Financial Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
Beacon Financial Advisory's iShares Russell Mid-Cap ETF position peaked at $1.1M in Q4 2019.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.