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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CLA (CliftonLarsonAllen) 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 		$1.18M Sell
10,669
-169
-2% -$17.8K 0.02% 185
2026
Q1 		$1.05M Buy
10,838
+169
+2% +$16.9K 0.02% 175
2025
Q4 		$1.03M Hold
10,669
– – 0.02% 162
2025
Q3 		$1.03M Sell
10,669
-11
-0.1% -$1.04K 0.02% 159
2025
Q2 		$982K Hold
10,680
– – 0.02% 163
2025
Q1 		$909K Hold
10,680
– – 0.02% 158
2024
Q4 		$944K Buy
10,680
+583
+6% +$52.9K 0.02% 150
2024
Q3 		$890K Buy
10,097
+33
+0.3% +$2.78K 0.02% 145
2024
Q2 		$816K Hold
10,064
– – 0.02% 145
2024
Q1 		$846K Sell
10,064
-3,124
-24% -$248K 0.02% 140
2023
Q4 		$1.03M Buy
13,188
+1,859
+16% +$132K 0.03% 135
2023
Q3 		$785K Sell
11,329
-112
-1% -$8.17K 0.02% 135
2023
Q2 		$836K Sell
11,441
-2,171
-16% -$151K 0.02% 136
2023
Q1 		$952K Sell
13,612
-8,654
-39% -$611K 0.03% 134
2022
Q4 		$1.5M Buy
+22,266
New +$1.5M 0.06% 119
2022
Q3 		– Sell
-18,209
Closed -$1.18M – 126
2022
Q2 		$1.18M Buy
18,209
+1,362
+8% +$97K 0.05% 126
2022
Q1 		$1.31M Buy
16,847
+1,275
+8% +$98.1K 0.05% 125
2021
Q4 		$1.29M Sell
15,572
-352
-2% -$28.9K 0.05% 117
2021
Q3 		$1.25M Sell
15,924
-239
-1% -$19.1K 0.05% 128
2021
Q2 		$1.28M Buy
16,163
+78
+0.5% +$6.05K 0.05% 128
2021
Q1 		$1.19M Sell
16,085
-108
-0.7% -$7.81K 0.06% 118
2020
Q4 		$1.11M Sell
16,193
-194
-1% -$12.4K 0.05% 111
2020
Q3 		$940K Sell
16,387
-1,991
-11% -$113K 0.05% 115
2020
Q2 		$985K Buy
+18,378
New +$921K 0.06% 113
2019
Q4 		$1.04M Buy
+17,398
New +$999K 0.08% 104
2019
Q1 		– Sell
-18,900
Closed -$878K – 123
2018
Q4 		$878K Buy
+18,900
New +$953K 0.09% 106

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

CLA (CliftonLarsonAllen) Wealth Advisors's IWR Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, selling an estimated $17.8K and leaving 10,669 shares worth $1.18M. The position accounts for 0.02% of the portfolio, ranked #185.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IWR in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.5M in Q4 2022. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • CLA (CliftonLarsonAllen) Wealth Advisors held 10,669 shares of iShares Russell Mid-Cap ETF worth $1.18M as of Q2 2026.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 169 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $17.8K.
  • iShares Russell Mid-Cap ETF made up 0.02% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #185 holding.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.5M in Q4 2022.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.