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

Fiduciary Alliance’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	$215K	Sell	1,946 -5,913	-75%	-$622K	0.01%	509
2026 Q1	$804K	Buy	7,859 +167	+2%	+$16.7K	0.05%	293
2025 Q4	$740K	Buy	7,692 +14	+0.2%	+$1.35K	0.05%	284
2025 Q3	$741K	Sell	7,678 -445	-5%	-$42.2K	0.05%	276
2025 Q2	$747K	Sell	8,123 -999	-11%	-$86.3K	0.06%	264
2025 Q1	$776K	Buy	+9,122	New	+$814K	0.08%	198
2023 Q3	–	Sell	-1,517	Closed	-$111K	–	556
2023 Q2	$111K	Buy	+1,517	New	+$106K	0.02%	202
2023 Q1	–	Sell	-1,522	Closed	-$103K	–	498
2022 Q4	$103K	Buy	+1,522	New	+$103K	0.03%	162

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 Alliance's IWR Position: Q2 2026 in Review

Fiduciary Alliance reduced its iShares Russell Mid-Cap ETF (IWR) stake by 75% in Q2 2026, selling an estimated $622K and leaving 1,946 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #509.

Fiduciary Alliance first reported a position in IWR in Q4 2022 and has held it in 8 quarters since. The position peaked at $804K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fiduciary Alliance held 1,946 shares of iShares Russell Mid-Cap ETF worth $215K as of Q2 2026.
Fiduciary Alliance sold 5,913 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $622K.
iShares Russell Mid-Cap ETF made up 0.01% of Fiduciary Alliance's portfolio in Q2 2026, its #509 holding.
Fiduciary Alliance first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 8 quarters since.
Fiduciary Alliance's iShares Russell Mid-Cap ETF position peaked at $804K in Q1 2026.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.