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

Crewe 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	$393K	Buy	3,565 +16	+0.5%	+$1.68K	0.03%	163
2026 Q1	$345K	Hold	3,549	–	–	0.03%	161
2025 Q4	$342K	Hold	3,549	–	–	0.03%	157
2025 Q3	$343K	Hold	3,549	–	–	0.03%	154
2025 Q2	$326K	Buy	3,549 +285	+9%	+$24.6K	0.05%	113
2025 Q1	$278K	Buy	3,264 +104	+3%	+$9.28K	0.04%	117
2024 Q4	$279K	Hold	3,160	–	–	0.04%	119
2024 Q3	$279K	Buy	+3,160	New	+$266K	0.03%	122
2023 Q2	–	Sell	-123	Closed	-$8.6K	–	952
2023 Q1	$8.6K	Buy	123 +105	+583%	+$7.41K	﹤0.01%	577
2022 Q4	$1.21K	Hold	18	–	–	﹤0.01%	900
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1158
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1077
2022 Q1	$1K	Buy	+18	New	+$1.39K	﹤0.01%	460
2019 Q3	–	Sell	-3,976	Closed	-$222K	–	269
2019 Q2	$222K	Hold	3,976	–	–	0.07%	81
2019 Q1	$215K	Hold	3,976	–	–	0.07%	57
2018 Q4	$185K	Hold	3,976	–	–	0.06%	59
2018 Q3	$219K	Hold	3,976	–	–	0.19%	52
2018 Q2	$211K	Hold	3,976	–	–	0.2%	51
2018 Q1	$205K	Hold	3,976	–	–	0.2%	49
2017 Q4	$207K	Buy	+3,976	New	+$202K	0.2%	50

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

Crewe Advisors's IWR Position: Q2 2026 in Review

Crewe Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.45% in Q2 2026, buying an estimated $1.68K and bringing the position to 3,565 shares worth $393K. The position accounts for 0.03% of the portfolio, ranked #163.

Crewe Advisors first reported a position in IWR in Q4 2017 and has held it in 20 quarters since. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Crewe Advisors held 3,565 shares of iShares Russell Mid-Cap ETF worth $393K as of Q2 2026.
Crewe Advisors bought 16 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.68K.
iShares Russell Mid-Cap ETF made up 0.03% of Crewe Advisors's portfolio in Q2 2026, its #163 holding.
Crewe Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 20 quarters since.
1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.