Farther Finance Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Farther Finance 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	$4.25M	Buy	38,510 +1,854	+5%	+$195K	0.03%	452
2026 Q1	$3.59M	Buy	36,656 +7,677	+26%	+$767K	0.03%	440
2025 Q4	$2.79M	Buy	28,979 +8,821	+44%	+$848K	0.03%	468
2025 Q3	$1.95M	Buy	20,158 +751	+4%	+$71.2K	0.03%	466
2025 Q2	$1.78M	Buy	19,407 +4,476	+30%	+$387K	0.04%	401
2025 Q1	$1.27M	Sell	14,931 -1,310	-8%	-$117K	0.03%	422
2024 Q4	$1.44M	Buy	16,241 +15,146	+1,383%	+$1.37M	0.05%	277
2024 Q3	$96.5K	Sell	1,095 -327	-23%	-$27.6K	﹤0.01%	1320
2024 Q2	$114K	Buy	1,422 +345	+32%	+$28.1K	0.01%	1077
2024 Q1	$90K	Buy	1,077 +169	+19%	+$13.4K	0.01%	978
2023 Q4	$70.6K	Buy	908 +256	+39%	+$18.2K	0.01%	912
2023 Q3	$45.2K	Buy	652 +407	+166%	+$29.7K	0.01%	803
2023 Q2	$17.9K	Buy	+245	New	+$17K	﹤0.01%	1033
2023 Q1	–	Sell	-13	Closed	-$877	–	2388
2022 Q4	$877	Buy	+13	New	+$877	﹤0.01%	1685

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

Farther Finance Advisors's IWR Position: Q2 2026 in Review

Farther Finance Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q2 2026, buying an estimated $195K and bringing the position to 38,510 shares worth $4.25M. The position accounts for 0.03% of the portfolio, ranked #452.

Farther Finance Advisors first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Farther Finance Advisors held 38,510 shares of iShares Russell Mid-Cap ETF worth $4.25M as of Q2 2026.
Farther Finance Advisors bought 1,854 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $195K.
iShares Russell Mid-Cap ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #452 holding.
Farther Finance Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.