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

BlueSky 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	$825K	Hold	7,481	–	–	0.1%	62
2026 Q1	$727K	Hold	7,481	–	–	0.09%	64
2025 Q4	$720K	Hold	7,481	–	–	0.1%	50
2025 Q3	$722K	Hold	7,481	–	–	0.1%	51
2025 Q2	$688K	Hold	7,481	–	–	0.1%	50
2025 Q1	$636K	Hold	7,481	–	–	0.1%	50
2024 Q4	$661K	Hold	7,481	–	–	0.1%	52
2024 Q3	$659K	Hold	7,481	–	–	0.1%	52
2024 Q2	$607K	Hold	7,481	–	–	0.1%	51
2024 Q1	$629K	Hold	7,481	–	–	0.49%	23
2023 Q4	$581K	Hold	7,481	–	–	0.11%	47
2023 Q3	$518K	Sell	7,481 -855	-10%	-$62.4K	0.11%	48
2023 Q2	$609K	Hold	8,336	–	–	0.12%	44
2023 Q1	$583K	Sell	8,336 -905	-10%	-$63.9K	0.12%	43
2022 Q4	$623K	Sell	9,241 -1,463	-14%	-$98.6K	0.14%	39
2022 Q3	$665K	Buy	10,704 +2,368	+28%	+$163K	0.15%	38
2022 Q2	$539K	Hold	8,336	–	–	0.12%	41
2022 Q1	$651K	Hold	8,336	–	–	0.13%	41
2021 Q4	$692K	Hold	8,336	–	–	0.13%	37
2021 Q3	$652K	Hold	8,336	–	–	0.13%	36
2021 Q2	$665K	Sell	8,336 -1,621	-16%	-$126K	0.13%	37
2021 Q1	$760K	Sell	9,957 -1,283	-11%	-$92.7K	0.17%	30
2020 Q4	$771K	Hold	11,240	–	–	0.19%	32
2020 Q3	$686K	Sell	11,240 -1,432	-11%	-$81.5K	0.18%	32
2020 Q2	$679K	Sell	12,672 -2,259	-15%	-$113K	0.19%	32
2020 Q1	$645K	Sell	14,931 -117	-0.8%	-$6.44K	0.24%	34
2019 Q4	$904K	Hold	15,048	–	–	0.3%	38
2019 Q3	$821K	Sell	15,048 -476	-3%	-$26.6K	0.28%	38
2019 Q2	$867K	Buy	+15,524	New	+$852K	0.31%	36

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

BlueSky Wealth Advisors's IWR Position: Q2 2026 in Review

BlueSky Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,481 shares worth $825K. The position accounts for 0.1% of the portfolio, ranked #62.

BlueSky Wealth Advisors first reported a position in IWR in Q2 2019 and has held it in 29 quarters since. The position peaked at $904K in Q4 2019. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

BlueSky Wealth Advisors held 7,481 shares of iShares Russell Mid-Cap ETF worth $825K as of Q2 2026.
BlueSky Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of BlueSky Wealth Advisors's portfolio in Q2 2026, its #62 holding.
BlueSky Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 29 quarters since.
BlueSky Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $904K in Q4 2019.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.