Dynamic Advisor Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $600K | Sell |
5,620
-24
| -0.4% | -$2.66K | 0.02% | 605 |
|
|
2026
Q2 | $623K | Sell |
5,644
-28
| -0.5% | -$2.94K | 0.02% | 617 |
|
|
2026
Q1 | $552K | Buy |
5,672
+536
| +10% | +$53.5K | 0.02% | 623 |
|
|
2025
Q4 | $494K | Sell |
5,136
-6
| -0.1% | -$577 | 0.02% | 633 |
|
|
2025
Q3 | $496K | Sell |
5,142
-620
| -11% | -$58.8K | 0.01% | 632 |
|
|
2025
Q2 | $530K | Sell |
5,762
-128
| -2% | -$11.1K | 0.02% | 593 |
|
|
2025
Q1 | $501K | Sell |
5,890
-695
| -11% | -$62K | 0.02% | 582 |
|
|
2024
Q4 | $582K | Sell |
6,585
-5,641
| -46% | -$512K | 0.03% | 398 |
|
|
2024
Q3 | $1.08M | Sell |
12,226
-185
| -1% | -$15.6K | 0.03% | 431 |
|
|
2024
Q2 | $1.01M | Sell |
12,411
-258
| -2% | -$21K | 0.03% | 458 |
|
|
2024
Q1 | $1.07M | Sell |
12,669
-1,352
| -10% | -$107K | 0.04% | 432 |
|
|
2023
Q4 | $1.07M | Buy |
14,021
+1,899
| +16% | +$135K | 0.04% | 404 |
|
|
2023
Q3 | $839K | Sell |
12,122
-207
| -2% | -$15.1K | 0.04% | 393 |
|
|
2023
Q2 | $900K | Buy |
12,329
+186
| +2% | +$12.9K | 0.05% | 366 |
|
|
2023
Q1 | $849K | Sell |
12,143
-1,323
| -10% | -$93.4K | 0.05% | 355 |
|
|
2022
Q4 | $908K | Sell |
13,466
-1,613
| -11% | -$109K | 0.06% | 296 |
|
|
2022
Q3 | $937K | Sell |
15,079
-26
| -0.2% | -$1.79K | 0.07% | 262 |
|
|
2022
Q2 | $977K | Sell |
15,105
-236
| -2% | -$16.8K | 0.08% | 250 |
|
|
2022
Q1 | $1.2M | Buy |
15,341
+3,057
| +25% | +$235K | 0.08% | 238 |
|
|
2021
Q4 | $1.02M | Buy |
12,284
+150
| +1% | +$12.3K | 0.07% | 275 |
|
|
2021
Q3 | $949K | Buy |
12,134
+647
| +6% | +$51.8K | 0.07% | 296 |
|
|
2021
Q2 | $910K | Sell |
11,487
-766
| -6% | -$59.4K | 0.07% | 294 |
|
|
2021
Q1 | $906K | Buy |
12,253
+1,878
| +18% | +$136K | 0.08% | 262 |
|
|
2020
Q4 | $711K | Buy |
10,375
+1,468
| +16% | +$93.5K | 0.07% | 299 |
|
|
2020
Q3 | $511K | Sell |
8,907
-1,672
| -16% | -$95.2K | 0.06% | 310 |
|
|
2020
Q2 | $567K | Buy |
10,579
+282
| +3% | +$14.1K | 0.08% | 254 |
|
|
2020
Q1 | $445K | Sell |
10,297
-1,399
| -12% | -$77K | 0.08% | 258 |
|
|
2019
Q4 | $697K | Sell |
11,696
-30
| -0.3% | -$1.72K | 0.1% | 242 |
|
|
2019
Q3 | $656K | Buy |
11,726
+3,302
| +39% | +$185K | 0.1% | 230 |
|
|
2019
Q2 | $471K | Buy |
8,424
+4,504
| +115% | +$247K | 0.08% | 269 |
|
|
2019
Q1 | $211K | Buy |
+3,920
| New | +$203K | 0.04% | 370 |
|
|
2018
Q4 | – | Sell |
-3,920
| Closed | -$216K | – | 430 |
|
|
2018
Q3 | $216K | Hold |
3,920
| – | – | 0.04% | 359 |
|
|
2018
Q2 | $208K | Buy |
+3,920
| New | +$206K | 0.05% | 369 |
|
Other funds holding IWR
SIA
PA
Dynamic Advisor Solutions's IWR Position: Q3 2026 in Review
Dynamic Advisor Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.43% in Q3 2026, selling an estimated $2.66K and leaving 5,620 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #605.
Dynamic Advisor Solutions first reported a position in IWR in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.2M in Q1 2022. 347 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- Dynamic Advisor Solutions held 5,620 shares of iShares Russell Mid-Cap ETF worth $600K as of Q3 2026.
- Dynamic Advisor Solutions sold 24 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $2.66K.
- iShares Russell Mid-Cap ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #605 holding.
- Dynamic Advisor Solutions first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 33 quarters since.
- Dynamic Advisor Solutions's iShares Russell Mid-Cap ETF position peaked at $1.2M in Q1 2022.
- 347 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.