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

Evernest Financial 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 Q2	$1.32M	Sell	11,979 -3,933	-25%	-$414K	0.28%	57
2026 Q1	$1.65M	Hold	15,912	–	–	0.34%	42
2025 Q4	$1.62M	Sell	15,912 -7,595	-32%	-$730K	0.34%	43
2025 Q3	$2.27M	Hold	23,507	–	–	0.64%	34
2025 Q2	$2.16M	Buy	23,507 +7,595	+48%	+$656K	0.7%	30
2025 Q1	$1.35M	Hold	15,912	–	–	0.49%	41
2024 Q4	$1.41M	Sell	15,912 -35	-0.2%	-$3.18K	0.36%	49
2024 Q3	$1.41M	Hold	15,947	–	–	0.38%	42
2024 Q2	$1.29M	Hold	15,947	–	–	0.58%	36
2024 Q1	$1.25M	Buy	15,947 +7,595	+91%	+$602K	0.59%	34
2023 Q4	$649K	Buy	+8,352	New	+$593K	0.33%	70
2021 Q4	$658K	Buy	+8,352	New	+$686K	0.34%	66

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evernest Financial Advisors's IWR Position: Q2 2026 in Review

Evernest Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q2 2026, selling an estimated $414K and leaving 11,979 shares worth $1.32M. The position accounts for 0.28% of the portfolio, ranked #57.

Evernest Financial Advisors first reported a position in IWR in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.27M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Evernest Financial Advisors held 11,979 shares of iShares Russell Mid-Cap ETF worth $1.32M as of Q2 2026.
Evernest Financial Advisors sold 3,933 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $414K.
iShares Russell Mid-Cap ETF made up 0.28% of Evernest Financial Advisors's portfolio in Q2 2026, its #57 holding.
Evernest Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 12 quarters since.
Evernest Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $2.27M in Q3 2025.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.