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EverSource Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

EverSource Wealth 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 		$2.44M Sell
25,141
-118
-0.5% -$11.8K 0.07% 190
2025
Q4 		$2.43M Buy
25,259
+5,290
+26% +$509K 0.09% 167
2025
Q3 		$1.93M Buy
19,969
+18,208
+1,034% +$1.73M 0.08% 179
2025
Q2 		$162K Sell
1,761
-759
-30% -$65.6K 0.01% 956
2025
Q1 		$214K Buy
2,520
+34
+1% +$3.03K 0.01% 638
2024
Q4 		$220K Hold
2,486
– – 0.01% 621
2024
Q3 		$219K Buy
2,486
+1
+0% +$84 0.01% 529
2024
Q2 		$211K Buy
2,485
+200
+9% +$16.3K 0.01% 541
2024
Q1 		$182K Buy
2,285
+1,238
+118% +$98.1K 0.01% 518
2023
Q4 		$81.4K Sell
1,047
-400
-28% -$28.4K 0.01% 718
2023
Q3 		$100K Hold
1,447
– – 0.01% 565
2023
Q2 		$106K Sell
1,447
-613
-30% -$42.6K 0.01% 565
2023
Q1 		$144K Sell
2,060
-102
-5% -$7.2K 0.02% 448
2022
Q4 		$146K Buy
+2,162
New +$146K 0.02% 414
2022
Q3 		– Sell
-1,100
Closed -$71K – 2040
2022
Q2 		$71K Sell
1,100
-700
-39% -$49.8K 0.02% 495
2022
Q1 		$140K Buy
1,800
+470
+35% +$36.2K 0.04% 291
2021
Q4 		$110K Buy
+1,330
New +$109K 0.03% 297

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

EverSource Wealth Advisors's IWR Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.47% in Q1 2026, selling an estimated $11.8K and leaving 25,141 shares worth $2.44M. The position accounts for 0.07% of the portfolio, ranked #190.

EverSource Wealth Advisors first reported a position in IWR in Q4 2021 and has held it in 17 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • EverSource Wealth Advisors held 25,141 shares of iShares Russell Mid-Cap ETF worth $2.44M as of Q1 2026.
  • EverSource Wealth Advisors sold 118 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $11.8K.
  • iShares Russell Mid-Cap ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q1 2026, its #190 holding.
  • EverSource Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.