Diversify Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Diversify Advisory Services's IWR Position: Q2 2026 in Review
Diversify Advisory Services opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 36,557 shares worth $4.02M. The stake represents 0.07% of the portfolio and ranks #249 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in IWR as recently as Q4 2025.
Diversify Advisory Services first reported a position in IWR in Q1 2024 and has held it in 8 quarters since. The position peaked at $22.4M in Q1 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Diversify Advisory Services held 36,557 shares of iShares Russell Mid-Cap ETF worth $4.02M as of Q2 2026.
- iShares Russell Mid-Cap ETF was a new Diversify Advisory Services position in Q2 2026.
- iShares Russell Mid-Cap ETF made up 0.07% of Diversify Advisory Services's portfolio in Q2 2026, its #249 holding.
- Diversify Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
- Diversify Advisory Services's iShares Russell Mid-Cap ETF position peaked at $22.4M in Q1 2024.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.