Clear Trail Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clear Trail 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	$201K	Sell	1,826 -316	-15%	-$33.2K	0.03%	158
2026 Q1	$208K	Sell	2,142 -45	-2%	-$4.5K	0.03%	143
2025 Q4	$211K	Buy	+2,187	New	+$210K	0.05%	123

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

Clear Trail Advisors's IWR Position: Q2 2026 in Review

Clear Trail Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q2 2026, selling an estimated $33.2K and leaving 1,826 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #158.

Clear Trail Advisors first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $211K in Q4 2025. 1,581 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Clear Trail Advisors held 1,826 shares of iShares Russell Mid-Cap ETF worth $201K as of Q2 2026.
Clear Trail Advisors sold 316 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $33.2K.
iShares Russell Mid-Cap ETF made up 0.03% of Clear Trail Advisors's portfolio in Q2 2026, its #158 holding.
Clear Trail Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
Clear Trail Advisors's iShares Russell Mid-Cap ETF position peaked at $211K in Q4 2025.
1,581 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.