E&G Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

E&G 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	$890K	Buy	9,153 +4,153	+83%	+$415K	0.2%	96
2025 Q4	$481K	Hold	5,000	–	–	0.11%	132
2025 Q3	$483K	Hold	5,000	–	–	0.11%	134
2025 Q2	$460K	Hold	5,000	–	–	0.12%	128
2025 Q1	$425K	Hold	5,000	–	–	0.12%	131
2024 Q4	$442K	Hold	5,000	–	–	0.12%	129
2024 Q3	$441K	Hold	5,000	–	–	0.12%	130
2024 Q2	$405K	Hold	5,000	–	–	0.12%	132
2024 Q1	$420K	Hold	5,000	–	–	0.13%	129
2023 Q4	$389K	Hold	5,000	–	–	0.14%	127
2023 Q3	$346K	Hold	5,000	–	–	0.13%	138
2023 Q2	$365K	Hold	5,000	–	–	0.13%	141
2023 Q1	$350K	Sell	5,000 -1,000	-17%	-$70.6K	0.13%	141
2022 Q4	$405K	Hold	6,000	–	–	0.15%	135
2022 Q3	$373K	Hold	6,000	–	–	0.14%	139
2022 Q2	$388K	Hold	6,000	–	–	0.13%	142
2022 Q1	$468K	Hold	6,000	–	–	0.13%	136
2021 Q4	$498K	Hold	6,000	–	–	0.12%	135
2021 Q3	$469K	Buy	+6,000	New	+$481K	0.13%	136
2021 Q2	–	Sell	-6,000	Closed	-$465K	–	136
2021 Q1	$444K	Hold	6,000	–	–	0.13%	134
2020 Q4	$411K	Hold	6,000	–	–	0.13%	132
2020 Q3	$344K	Hold	6,000	–	–	0.12%	132
2020 Q2	$322K	Hold	6,000	–	–	0.12%	135
2020 Q1	$259K	Hold	6,000	–	–	0.13%	140
2019 Q4	$358K	Hold	6,000	–	–	0.13%	148
2019 Q3	$336K	Hold	6,000	–	–	0.13%	145
2019 Q2	$335K	Hold	6,000	–	–	0.14%	141
2019 Q1	$324K	Hold	6,000	–	–	0.14%	145
2018 Q4	$279K	Sell	6,000 -1,900	-24%	-$95.8K	0.13%	155
2018 Q3	$435K	Buy	+7,900	New	+$433K	0.17%	141

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

E&G Advisors's IWR Position: Q1 2026 in Review

E&G Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 83% in Q1 2026, buying an estimated $415K and bringing the position to 9,153 shares worth $890K. The position accounts for 0.2% of the portfolio, ranked #96.

E&G Advisors first reported a position in IWR in Q3 2018 and has held it in 30 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

E&G Advisors held 9,153 shares of iShares Russell Mid-Cap ETF worth $890K as of Q1 2026.
E&G Advisors bought 4,153 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $415K.
iShares Russell Mid-Cap ETF made up 0.2% of E&G Advisors's portfolio in Q1 2026, its #96 holding.
E&G Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 30 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.