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

Detalus 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
Q1 		$313K Buy
3,221
+1
+0% +$100 0.07% 139
2025
Q4 		$310K Buy
3,220
+2
+0.1% +$192 0.08% 134
2025
Q3 		$311K Sell
3,218
-38
-1% -$3.6K 0.08% 132
2025
Q2 		$299K Buy
3,256
+1
+0% +$86 0.09% 130
2025
Q1 		$277K Sell
3,255
-134
-4% -$12K 0.09% 130
2024
Q4 		$300K Sell
3,389
-244
-7% -$22.1K 0.1% 113
2024
Q3 		$320K Sell
3,633
-30
-0.8% -$2.53K 0.11% 111
2024
Q2 		$297K Buy
3,663
+302
+9% +$24.6K 0.1% 111
2024
Q1 		$283K Sell
3,361
-20
-0.6% -$1.58K 0.1% 117
2023
Q4 		$263K Buy
3,381
+37
+1% +$2.63K 0.11% 117
2023
Q3 		$232K Buy
3,344
+26
+0.8% +$1.9K 0.11% 117
2023
Q2 		$242K Sell
3,318
-1,204
-27% -$83.8K 0.11% 120
2023
Q1 		$316K Buy
4,522
+156
+4% +$11K 0.15% 99
2022
Q4 		$294K Sell
4,366
-1,215
-22% -$81.9K 0.14% 105
2022
Q3 		$347K Buy
5,581
+37
+0.7% +$2.54K 0.21% 86
2022
Q2 		$358K Sell
5,544
-675
-11% -$48K 0.21% 79
2022
Q1 		$485K Buy
6,219
+287
+5% +$22.1K 0.26% 67
2021
Q4 		$492K Buy
5,932
+555
+10% +$45.6K 0.24% 67
2021
Q3 		$421K Buy
5,377
+532
+11% +$42.6K 0.21% 75
2021
Q2 		$384K Sell
4,845
-336
-6% -$26.1K 0.2% 79
2021
Q1 		$383K Buy
5,181
+1,109
+27% +$80.2K 0.23% 76
2020
Q4 		$279K Sell
4,072
-18
-0.4% -$1.15K 0.18% 81
2020
Q3 		$235K Sell
4,090
-1,712
-30% -$97.5K 0.17% 78
2020
Q2 		$311K Sell
5,802
-4,821
-45% -$242K 0.24% 69
2020
Q1 		$459K Sell
10,623
-76
-0.7% -$4.18K 0.42% 48
2019
Q4 		$638K Buy
+10,699
New +$614K 0.47% 39

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Detalus Advisors's IWR Position: Q1 2026 in Review

Detalus Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q1 2026, buying an estimated $100 and bringing the position to 3,221 shares worth $313K. The position accounts for 0.07% of the portfolio, ranked #139.

Detalus Advisors first reported a position in IWR in Q4 2019 and has held it in 26 quarters since. The position peaked at $638K in Q4 2019. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Detalus Advisors held 3,221 shares of iShares Russell Mid-Cap ETF worth $313K as of Q1 2026.
  • Detalus Advisors bought 1 iShares Russell Mid-Cap ETF share in Q1 2026, an estimated $100.
  • iShares Russell Mid-Cap ETF made up 0.07% of Detalus Advisors's portfolio in Q1 2026, its #139 holding.
  • Detalus Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Detalus Advisors's iShares Russell Mid-Cap ETF position peaked at $638K in Q4 2019.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Detalus Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.