Financial Alternatives’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Financial Alternatives’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	$299K	Sell	2,707 -122	-4%	-$12.8K	0.15%	69
2026 Q1	$275K	Sell	2,829 -985	-26%	-$98.4K	0.15%	68
2025 Q4	$367K	Hold	3,814	–	–	0.21%	59
2025 Q3	$368K	Hold	3,814	–	–	0.22%	61
2025 Q2	$351K	Hold	3,814	–	–	0.23%	58
2025 Q1	$324K	Hold	3,814	–	–	0.23%	55
2024 Q4	$337K	Hold	3,814	–	–	0.24%	58
2024 Q3	$336K	Hold	3,814	–	–	0.24%	61
2024 Q2	$309K	Hold	3,814	–	–	0.23%	63
2024 Q1	$321K	Hold	3,814	–	–	0.25%	63
2023 Q4	$296K	Hold	3,814	–	–	0.25%	60
2023 Q3	$264K	Hold	3,814	–	–	0.24%	63
2023 Q2	$279K	Sell	3,814 -607	-14%	-$42.2K	0.25%	61
2023 Q1	$309K	Hold	4,421	–	–	0.3%	54
2022 Q4	$298K	Buy	+4,421	New	+$298K	0.3%	59

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

Financial Alternatives's IWR Position: Q2 2026 in Review

Financial Alternatives reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.3% in Q2 2026, selling an estimated $12.8K and leaving 2,707 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #69.

Financial Alternatives first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $368K in Q3 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Financial Alternatives held 2,707 shares of iShares Russell Mid-Cap ETF worth $299K as of Q2 2026.
Financial Alternatives sold 122 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.8K.
iShares Russell Mid-Cap ETF made up 0.15% of Financial Alternatives's portfolio in Q2 2026, its #69 holding.
Financial Alternatives first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Financial Alternatives's iShares Russell Mid-Cap ETF position peaked at $368K in Q3 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Financial Alternatives's 13F filing for Q2 2026, filed 11 Aug 2026.