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

Blodgett 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	$423K	Hold	4,350	–	–	0.34%	38
2025 Q4	$419K	Sell	4,350 -1,118	-20%	-$107K	0.29%	39
2025 Q3	$528K	Hold	5,468	–	–	0.36%	35
2025 Q2	$503K	Hold	5,468	–	–	0.39%	37
2025 Q1	$465K	Hold	5,468	–	–	0.4%	37
2024 Q4	$483K	Hold	5,468	–	–	0.38%	35
2024 Q3	$482K	Hold	5,468	–	–	0.41%	33
2024 Q2	$443K	Hold	5,468	–	–	0.38%	33
2024 Q1	$460K	Hold	5,468	–	–	0.41%	34
2023 Q4	$425K	Hold	5,468	–	–	0.43%	35
2023 Q3	$379K	Sell	5,468 -100	-2%	-$7.29K	0.42%	39
2023 Q2	$407K	Hold	5,568	–	–	0.42%	39
2023 Q1	$389K	Hold	5,568	–	–	0.45%	40
2022 Q4	$376K	Hold	5,568	–	–	0.46%	40
2022 Q3	$346K	Sell	5,568 -620	-10%	-$42.6K	0.41%	43
2022 Q2	$400K	Hold	6,188	–	–	0.44%	43
2022 Q1	$483K	Hold	6,188	–	–	0.4%	45
2021 Q4	$514K	Buy	+6,188	New	+$508K	0.4%	51

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Blodgett Wealth Advisors's IWR Position: Q1 2026 in Review

Blodgett Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,350 shares worth $423K. The position accounts for 0.34% of the portfolio, ranked #38.

Blodgett Wealth Advisors first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $528K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Blodgett Wealth Advisors held 4,350 shares of iShares Russell Mid-Cap ETF worth $423K as of Q1 2026.
Blodgett Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.34% of Blodgett Wealth Advisors's portfolio in Q1 2026, its #38 holding.
Blodgett Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Blodgett Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $528K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.