FDx Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.92M | Sell |
50,582
-1,193
| -2% | -$119K | 1.57% | 16 |
|
|
2025
Q4 | $4.98M | Buy |
51,775
+36
| +0.1% | +$3.46K | 2.54% | 12 |
|
|
2025
Q3 | $4.96M | Sell |
51,739
-2,157
| -4% | -$204K | 1.48% | 20 |
|
|
2025
Q2 | $4.96M | Sell |
53,896
-438
| -0.8% | -$37.8K | 1.51% | 19 |
|
|
2025
Q1 | $4.62M | Sell |
54,334
-5,548
| -9% | -$495K | 1.5% | 18 |
|
|
2024
Q4 | $5.29M | Sell |
59,882
-3,602
| -6% | -$327K | 1.55% | 18 |
|
|
2024
Q3 | $5.59M | Sell |
63,484
-1,612
| -2% | -$136K | 1.52% | 17 |
|
|
2024
Q2 | $5.28M | Sell |
65,096
-2,602
| -4% | -$212K | 1.46% | 15 |
|
|
2024
Q1 | $5.69M | Sell |
67,698
-4,474
| -6% | -$355K | 0.86% | 25 |
|
|
2023
Q4 | $5.61M | Sell |
72,172
-5,299
| -7% | -$376K | 0.43% | 54 |
|
|
2023
Q3 | $5.37M | Sell |
77,471
-8,171
| -10% | -$596K | 0.45% | 57 |
|
|
2023
Q2 | $6.25M | Sell |
85,642
-8,478
| -9% | -$590K | 0.34% | 76 |
|
|
2023
Q1 | $6.35M | Hold |
94,120
| – | – | 0.28% | 89 |
|
|
2022
Q4 | $6.35M | Buy |
94,120
+2,438
| +3% | +$164K | 0.28% | 89 |
|
|
2022
Q3 | $5.7M | Sell |
91,682
-6,708
| -7% | -$461K | 0.26% | 91 |
|
|
2022
Q2 | $6.36M | Sell |
98,390
-6,022
| -6% | -$429K | 0.24% | 89 |
|
|
2022
Q1 | $8.15M | Sell |
104,412
-5,333
| -5% | -$410K | 0.28% | 75 |
|
|
2021
Q4 | $9.11M | Sell |
109,745
-9,616
| -8% | -$789K | 0.25% | 85 |
|
|
2021
Q3 | $9.34M | Sell |
119,361
-5,310
| -4% | -$425K | 0.3% | 71 |
|
|
2021
Q2 | $9.88M | Sell |
124,671
-5,608
| -4% | -$435K | 0.33% | 65 |
|
|
2021
Q1 | $9.63M | Sell |
130,279
-3,476
| -3% | -$251K | 0.36% | 62 |
|
|
2020
Q4 | $9.17M | Buy |
133,755
+17,734
| +15% | +$1.13M | 0.38% | 63 |
|
|
2020
Q3 | $6.66M | Sell |
116,021
-9,383
| -7% | -$534K | 0.31% | 76 |
|
|
2020
Q2 | $6.72M | Sell |
125,404
-89,706
| -42% | -$4.5M | 0.35% | 69 |
|
|
2020
Q1 | $9.29M | Sell |
215,110
-250
| -0.1% | -$13.8K | 0.6% | 41 |
|
|
2019
Q4 | $12.8M | Buy |
215,360
+23,282
| +12% | +$1.34M | 0.71% | 35 |
|
|
2019
Q3 | $10.7M | Buy |
192,078
+4,429
| +2% | +$248K | 0.74% | 30 |
|
|
2019
Q2 | $10.5M | Buy |
187,649
+19,808
| +12% | +$1.09M | 0.41% | 55 |
|
|
2019
Q1 | $9.05M | Sell |
167,841
-17,556
| -9% | -$910K | 0.37% | 57 |
|
|
2018
Q4 | $8.62M | Sell |
185,397
-18,095
| -9% | -$913K | 0.71% | 31 |
|
|
2018
Q3 | $11.2M | Sell |
203,492
-23,904
| -11% | -$1.31M | 0.42% | 45 |
|
|
2018
Q2 | $12.1M | Sell |
227,396
-6,468
| -3% | -$341K | 0.44% | 43 |
|
|
2018
Q1 | $12.1M | Sell |
233,864
-9,736
| -4% | -$513K | 0.36% | 55 |
|
|
2017
Q4 | $12.7M | Sell |
243,600
-13,156
| -5% | -$668K | 0.34% | 52 |
|
|
2017
Q3 | $12.7M | Buy |
256,756
+4,156
| +2% | +$201K | 0.35% | 53 |
|
|
2017
Q2 | $12.1M | Buy |
252,600
+21,296
| +9% | +$1.01M | 0.36% | 51 |
|
|
2017
Q1 | $10.8M | Sell |
231,304
-63,904
| -22% | -$2.96M | 0.33% | 57 |
|
|
2016
Q4 | $13.2M | Buy |
295,208
+56,628
| +24% | +$2.48M | 0.38% | 52 |
|
|
2016
Q3 | $10.4M | Buy |
238,580
+9,772
| +4% | +$424K | 0.43% | 41 |
|
|
2016
Q2 | $9.62M | Sell |
228,808
-40,328
| -15% | -$1.66M | 0.43% | 39 |
|
|
2016
Q1 | $11M | Sell |
269,136
-3,720
| -1% | -$142K | 0.5% | 41 |
|
|
2015
Q4 | $10.9M | Buy |
+272,856
| New | +$11.1M | 0.5% | 48 |
|
|
2015
Q3 | – | Sell |
-248,852
| Closed | -$10.6M | – | 814 |
|
|
2015
Q2 | $10.6M | Buy |
248,852
+27,652
| +13% | +$1.2M | 0.53% | 42 |
|
|
2015
Q1 | $9.57M | Buy |
221,200
+32,240
| +17% | +$1.37M | 0.21% | 105 |
|
|
2014
Q4 | $7.89M | Buy |
188,960
+48,896
| +35% | +$1.99M | 0.48% | 30 |
|
|
2014
Q3 | $5.54M | Buy |
140,064
+32,716
| +30% | +$1.32M | 0.36% | 43 |
|
|
2014
Q2 | $4.36M | Buy |
107,348
+36,772
| +52% | +$1.43M | 0.29% | 60 |
|
|
2014
Q1 | $2.73M | Buy |
70,576
+27,988
| +66% | +$1.06M | 0.23% | 92 |
|
|
2013
Q4 | $1.6M | Buy |
42,588
+31,656
| +290% | +$1.14M | 0.16% | 135 |
|
|
2013
Q3 | $380K | Buy |
+10,932
| New | +$374K | 0.04% | 363 |
|
Other funds holding IWR
FDx Advisors's IWR Position: Q1 2026 in Review
FDx Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q1 2026, selling an estimated $119K and leaving 50,582 shares worth $4.92M. The position accounts for 1.57% of the portfolio, ranked #16.
FDx Advisors first reported a position in IWR in Q3 2013 and has held it in 50 quarters since. The position peaked at $13.2M in Q4 2016. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- FDx Advisors held 50,582 shares of iShares Russell Mid-Cap ETF worth $4.92M as of Q1 2026.
- FDx Advisors sold 1,193 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $119K.
- iShares Russell Mid-Cap ETF made up 1.57% of FDx Advisors's portfolio in Q1 2026, its #16 holding.
- FDx Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 50 quarters since.
- FDx Advisors's iShares Russell Mid-Cap ETF position peaked at $13.2M in Q4 2016.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on FDx Advisors's 13F filing for Q1 2026, filed 1 May 2026.