Dynamic Advisor Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Dynamic Advisor Solutions’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	$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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Dynamic Advisor Solutions's IWR Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.49% in Q2 2026, selling an estimated $2.94K and leaving 5,644 shares worth $623K. The position accounts for 0.02% of the portfolio, ranked #617.

Dynamic Advisor Solutions first reported a position in IWR in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.2M in Q1 2022. 349 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Dynamic Advisor Solutions held 5,644 shares of iShares Russell Mid-Cap ETF worth $623K as of Q2 2026.
Dynamic Advisor Solutions sold 28 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.94K.
iShares Russell Mid-Cap ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #617 holding.
Dynamic Advisor Solutions first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 32 quarters since.
Dynamic Advisor Solutions's iShares Russell Mid-Cap ETF position peaked at $1.2M in Q1 2022.
349 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.