Carroll Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Carroll Advisory Group’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	$1.78M	Sell	16,133 -300	-2%	-$31.6K	0.58%	35
2026 Q1	$1.6M	Sell	16,433 -31	-0.2%	-$3.1K	0.62%	36
2025 Q4	$1.58M	Buy	+16,464	New	+$1.58M	0.69%	33

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

Carroll Advisory Group's IWR Position: Q2 2026 in Review

Carroll Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.8% in Q2 2026, selling an estimated $31.6K and leaving 16,133 shares worth $1.78M. The position accounts for 0.58% of the portfolio, ranked #35.

Carroll Advisory Group first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Carroll Advisory Group held 16,133 shares of iShares Russell Mid-Cap ETF worth $1.78M as of Q2 2026.
Carroll Advisory Group sold 300 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $31.6K.
iShares Russell Mid-Cap ETF made up 0.58% of Carroll Advisory Group's portfolio in Q2 2026, its #35 holding.
Carroll Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.