Fiducient 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 | $700K | Buy |
7,203
+77
| +1% | +$7.69K | 0.09% | 86 |
|
|
2025
Q4 | $686K | Sell |
7,126
-7,543
| -51% | -$725K | 0.09% | 97 |
|
|
2025
Q3 | $1.42M | Buy |
14,669
+1,727
| +13% | +$164K | 0.17% | 71 |
|
|
2025
Q2 | $1.19M | Sell |
12,942
-3,197
| -20% | -$276K | 0.15% | 75 |
|
|
2025
Q1 | $1.37M | Buy |
16,139
+691
| +4% | +$61.6K | 0.17% | 65 |
|
|
2024
Q4 | $1.37M | Buy |
15,448
+34
| +0.2% | +$3.09K | 0.17% | 53 |
|
|
2024
Q3 | $1.36M | Sell |
15,414
-1,509
| -9% | -$127K | 0.16% | 56 |
|
|
2024
Q2 | $1.37M | Buy |
16,923
+3,225
| +24% | +$262K | 0.19% | 46 |
|
|
2024
Q1 | $1.15M | Buy |
13,698
+1,470
| +12% | +$116K | 0.23% | 41 |
|
|
2023
Q4 | $951K | Buy |
12,228
+71
| +0.6% | +$5.04K | 0.18% | 45 |
|
|
2023
Q3 | $846K | Buy |
12,157
+4,364
| +56% | +$318K | 0.05% | 50 |
|
|
2023
Q2 | $569K | Buy |
7,793
+20
| +0.3% | +$1.39K | 0.17% | 33 |
|
|
2023
Q1 | $543K | Sell |
7,773
-1,163
| -13% | -$82.1K | 0.18% | 33 |
|
|
2022
Q4 | $603K | Buy |
8,936
+1,191
| +15% | +$80.3K | 0.18% | 73 |
|
|
2022
Q3 | $481K | Hold |
7,745
| – | – | 0.23% | 33 |
|
|
2022
Q2 | $501K | Buy |
7,745
+25
| +0.3% | +$1.78K | 0.19% | 45 |
|
|
2022
Q1 | $602K | Buy |
7,720
+2,283
| +42% | +$176K | 0.23% | 34 |
|
|
2021
Q4 | $451K | Buy |
5,437
+36
| +0.7% | +$2.96K | 0.14% | 33 |
|
|
2021
Q3 | $422K | Hold |
5,401
| – | – | 0.13% | 56 |
|
|
2021
Q2 | $428K | Sell |
5,401
-11,576
| -68% | -$898K | 0.13% | 43 |
|
|
2021
Q1 | $1.25M | Buy |
16,977
+11,862
| +232% | +$857K | 0.41% | 23 |
|
|
2020
Q4 | $351K | Buy |
5,115
+18
| +0.4% | +$1.15K | 0.13% | 51 |
|
|
2020
Q3 | $292K | Sell |
5,097
-17,922
| -78% | -$1.02M | 0.16% | 18 |
|
|
2020
Q2 | $1.23M | Sell |
23,019
-25,601
| -53% | -$1.28M | 0.75% | 11 |
|
|
2020
Q1 | $2.1M | Buy |
48,620
+20,391
| +72% | +$1.12M | 1.24% | 9 |
|
|
2019
Q4 | $1.68M | Buy |
28,229
+39
| +0.1% | +$2.24K | 0.92% | 10 |
|
|
2019
Q3 | $1.58M | Buy |
28,190
+483
| +2% | +$27K | 0.9% | 9 |
|
|
2019
Q2 | $1.55M | Sell |
27,707
-59,038
| -68% | -$3.24M | 0.93% | 9 |
|
|
2019
Q1 | $4.68M | Buy |
86,745
+46,747
| +117% | +$2.42M | 2.31% | 9 |
|
|
2018
Q4 | $1.86M | Buy |
39,998
+2,642
| +7% | +$133K | 1.07% | 12 |
|
|
2018
Q3 | $2.06M | Sell |
37,356
-184
| -0.5% | -$10.1K | 1.03% | 12 |
|
|
2018
Q2 | $1.99M | Sell |
37,540
-3,340
| -8% | -$176K | 1.01% | 12 |
|
|
2018
Q1 | $2.11M | Buy |
+40,880
| New | +$2.15M | 1.08% | 11 |
|
Other funds holding IWR
Fiducient Advisors's IWR Position: Q1 2026 in Review
Fiducient Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q1 2026, buying an estimated $7.69K and bringing the position to 7,203 shares worth $700K. The position accounts for 0.09% of the portfolio, ranked #86.
Fiducient Advisors first reported a position in IWR in Q1 2018 and has held it in 33 quarters since. The position peaked at $4.68M in Q1 2019. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Fiducient Advisors held 7,203 shares of iShares Russell Mid-Cap ETF worth $700K as of Q1 2026.
- Fiducient Advisors bought 77 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $7.69K.
- iShares Russell Mid-Cap ETF made up 0.09% of Fiducient Advisors's portfolio in Q1 2026, its #86 holding.
- Fiducient Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- Fiducient Advisors's iShares Russell Mid-Cap ETF position peaked at $4.68M in Q1 2019.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Fiducient Advisors's 13F filing for Q1 2026, filed 11 May 2026.