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

Dana Investment 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 		$1.02M Buy
9,286
+337
+4% +$35.4K 0.03% 409
2026
Q1 		$870K Sell
8,949
-300
-3% -$30K 0.03% 420
2025
Q4 		$890K Buy
9,249
+1,231
+15% +$118K 0.03% 404
2025
Q3 		$774K Sell
8,018
-83
-1% -$7.87K 0.02% 423
2025
Q2 		$745K Buy
8,101
+200
+3% +$17.3K 0.02% 417
2025
Q1 		$672K Hold
7,901
– – 0.02% 416
2024
Q4 		$698K Hold
7,901
– – 0.02% 427
2024
Q3 		$696K Sell
7,901
-90
-1% -$7.58K 0.02% 419
2024
Q2 		$648K Sell
7,991
-265
-3% -$21.6K 0.02% 416
2024
Q1 		$694K Sell
8,256
-2,071
-20% -$164K 0.02% 410
2023
Q4 		$803K Sell
10,327
-523
-5% -$37.2K 0.04% 275
2023
Q3 		$751K Buy
10,850
+3,707
+52% +$270K 0.04% 268
2023
Q2 		$522K Buy
7,143
+3,230
+83% +$225K 0.03% 312
2023
Q1 		$274K Hold
3,913
– – 0.01% 362
2022
Q4 		$264K Buy
3,913
+180
+5% +$12.1K 0.01% 371
2022
Q3 		$232K Sell
3,733
-180
-5% -$12.4K 0.01% 377
2022
Q2 		$253K Sell
3,913
-5,009
-56% -$357K 0.01% 386
2022
Q1 		$696K Hold
8,922
– – 0.03% 244
2021
Q4 		$741K Sell
8,922
-251
-3% -$20.6K 0.03% 237
2021
Q3 		$718K Hold
9,173
– – 0.03% 226
2021
Q2 		$727K Hold
9,173
– – 0.03% 225
2021
Q1 		$678K Buy
+9,173
New +$663K 0.03% 233

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

Dana Investment Advisors's IWR Position: Q2 2026 in Review

Dana Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.8% in Q2 2026, buying an estimated $35.4K and bringing the position to 9,286 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #409.

Dana Investment Advisors first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Dana Investment Advisors held 9,286 shares of iShares Russell Mid-Cap ETF worth $1.02M as of Q2 2026.
  • Dana Investment Advisors bought 337 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $35.4K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Dana Investment Advisors's portfolio in Q2 2026, its #409 holding.
  • Dana Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.