Beacon Financial Advisory
IWR icon

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
Q3 		$1M Buy
9,417
+15
+0.2% +$1.66K 0.19% 138
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% +$54.8K 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
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Beacon Financial Advisory's IWR Position: Q3 2026 in Review

Beacon Financial Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.16% in Q3 2026, buying an estimated $1.66K and bringing the position to 9,417 shares worth $1M. The position accounts for 0.19% of the portfolio, ranked #138.

Beacon Financial Advisory first reported a position in IWR in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.1M in Q4 2019. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Beacon Financial Advisory held 9,417 shares of iShares Russell Mid-Cap ETF worth $1M as of Q3 2026.
  • Beacon Financial Advisory bought 15 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $1.66K.
  • iShares Russell Mid-Cap ETF made up 0.19% of Beacon Financial Advisory's portfolio in Q3 2026, its #138 holding.
  • Beacon Financial Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • Beacon Financial Advisory's iShares Russell Mid-Cap ETF position peaked at $1.1M in Q4 2019.
  • 1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.