Beaumont Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Beaumont Financial 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	$901K	Hold	8,166	–	–	0.06%	180
2026 Q1	$794K	Hold	8,166	–	–	0.05%	187
2025 Q4	$786K	Buy	8,166 +95	+1%	+$9.13K	0.05%	179
2025 Q3	$779K	Hold	8,071	–	–	0.05%	187
2025 Q2	$742K	Sell	8,071 -78	-1%	-$6.74K	0.05%	180
2025 Q1	$693K	Hold	8,149	–	–	0.05%	187
2024 Q4	$720K	Sell	8,149 -114	-1%	-$10.3K	0.05%	180
2024 Q3	$728K	Sell	8,263 -1,127	-12%	-$95K	0.06%	174
2024 Q2	$761K	Buy	9,390 +1,241	+15%	+$101K	0.06%	169
2024 Q1	$685K	Hold	8,149	–	–	0.06%	176
2023 Q4	$633K	Hold	8,149	–	–	0.06%	174
2023 Q3	$564K	Buy	8,149 +94	+1%	+$6.86K	0.06%	169
2023 Q2	$588K	Hold	8,055	–	–	0.05%	172
2023 Q1	$563K	Hold	8,055	–	–	0.06%	157
2022 Q4	$543K	Hold	8,055	–	–	0.05%	169
2022 Q3	$501K	Buy	+8,055	New	+$554K	0.05%	169
2016 Q4	–	Sell	-46,044	Closed	-$2.01M	–	163
2016 Q3	$2.01M	Buy	+46,044	New	+$2M	0.32%	84
2015 Q4	–	Sell	-73,340	Closed	-$3.17M	–	135
2015 Q3	$3.17M	Hold	73,340	–	–	0.46%	69
2015 Q2	$3.17M	Buy	+73,340	New	+$3.19M	0.46%	69
2015 Q1	–	Sell	-232,060	Closed	-$9.69M	–	155
2014 Q4	$9.69M	Sell	232,060 -515,104	-69%	-$20.9M	0.47%	59
2014 Q3	$29.6M	Buy	747,164 +151,948	+26%	+$6.12M	1.93%	27
2014 Q2	$24.2M	Buy	+595,216	New	+$23.2M	1.71%	20
2013 Q3	–	Sell	-237,916	Closed	-$7.72M	–	164
2013 Q2	$7.72M	Buy	+237,916	New	+$7.71M	0.71%	42

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

Beaumont Financial Advisors's IWR Position: Q2 2026 in Review

Beaumont Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 8,166 shares worth $901K. The position accounts for 0.06% of the portfolio, ranked #180.

Beaumont Financial Advisors first reported a position in IWR in Q2 2013 and has held it in 23 quarters since. The position peaked at $29.6M in Q3 2014. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Beaumont Financial Advisors held 8,166 shares of iShares Russell Mid-Cap ETF worth $901K as of Q2 2026.
Beaumont Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Beaumont Financial Advisors's portfolio in Q2 2026, its #180 holding.
Beaumont Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 23 quarters since.
Beaumont Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $29.6M in Q3 2014.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.