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

Blue Zone 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 Q2	$271K	Sell	2,455 -1,086	-31%	-$114K	0.05%	106
2026 Q1	$344K	Sell	3,541 -558	-14%	-$55.7K	0.07%	95
2025 Q4	$395K	Sell	4,099 -63	-2%	-$6.06K	0.08%	100
2025 Q3	$402K	Sell	4,162 -12	-0.3%	-$1.14K	0.08%	94
2025 Q2	$384K	Buy	4,174 +36	+0.9%	+$3.11K	0.1%	80
2025 Q1	$352K	Sell	4,138 -90	-2%	-$8.03K	0.1%	81
2024 Q4	$374K	Buy	4,228 +39	+0.9%	+$3.54K	0.11%	78
2024 Q3	$369K	Buy	+4,189	New	+$353K	0.11%	74
2022 Q2	–	Sell	-4,415	Closed	-$345K	–	97
2022 Q1	$345K	Buy	4,415 +1,845	+72%	+$142K	0.13%	75
2021 Q4	$213K	Sell	2,570 -445	-15%	-$36.5K	0.07%	98
2021 Q3	$236K	Buy	+3,015	New	+$242K	0.08%	93
2020 Q1	–	Sell	-86,529	Closed	-$5.16M	–	52
2019 Q4	$5.16M	Buy	+86,529	New	+$4.97M	3.33%	13

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Blue Zone Wealth Advisors's IWR Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 31% in Q2 2026, selling an estimated $114K and leaving 2,455 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #106.

Blue Zone Wealth Advisors first reported a position in IWR in Q4 2019 and has held it in 12 quarters since. The position peaked at $5.16M in Q4 2019. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Blue Zone Wealth Advisors held 2,455 shares of iShares Russell Mid-Cap ETF worth $271K as of Q2 2026.
Blue Zone Wealth Advisors sold 1,086 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $114K.
iShares Russell Mid-Cap ETF made up 0.05% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #106 holding.
Blue Zone Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 12 quarters since.
Blue Zone Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $5.16M in Q4 2019.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.