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

Benchmark Financial Wealth 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
Q1 		– Sell
-2,305
Closed -$222K – 137
2025
Q4 		$222K Buy
2,305
+9
+0.4% +$865 0.06% 118
2025
Q3 		$222K Buy
2,296
+8
+0.3% +$758 0.07% 110
2025
Q2 		$210K Buy
+2,288
New +$198K 0.07% 110

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IWR Position: Q1 2026 in Review

Benchmark Financial Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,305 shares — an estimated $222K sold.

Benchmark Financial Wealth Advisors first reported a position in IWR in Q2 2025 and held it in 3 quarters. The position peaked at $222K in Q4 2025. 1,521 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Benchmark Financial Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 2,305 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $222K.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and held it in 3 quarters.
  • Benchmark Financial Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $222K in Q4 2025.
  • 1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.