Fiduciary Advisors Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fiduciary Advisors Inc’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	$583K	Buy	5,288 +14	+0.3%	+$1.47K	0.39%	32
2026 Q1	$513K	Sell	5,274 -30	-0.6%	-$3K	0.39%	33
2025 Q4	$511K	Buy	5,304 +21	+0.4%	+$2.02K	0.39%	32
2025 Q3	$510K	Buy	5,283 +1,492	+39%	+$141K	0.41%	31
2025 Q2	$349K	Buy	3,791 +3,180	+520%	+$275K	0.31%	33
2025 Q1	$52K	Buy	611 +2	+0.3%	+$178	0.05%	51
2024 Q4	$53.9K	Buy	+609	New	+$55.3K	0.05%	49

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

Fiduciary Advisors Inc's IWR Position: Q2 2026 in Review

Fiduciary Advisors Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q2 2026, buying an estimated $1.47K and bringing the position to 5,288 shares worth $583K. The position accounts for 0.39% of the portfolio, ranked #32.

Fiduciary Advisors Inc first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fiduciary Advisors Inc held 5,288 shares of iShares Russell Mid-Cap ETF worth $583K as of Q2 2026.
Fiduciary Advisors Inc bought 14 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.47K.
iShares Russell Mid-Cap ETF made up 0.39% of Fiduciary Advisors Inc's portfolio in Q2 2026, its #32 holding.
Fiduciary Advisors Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Advisors Inc's 13F filing for Q2 2026, filed 24 Jul 2026.