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

Financial Engines Advisors’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	$4.15M	Sell	37,624 -403	-1%	-$42.4K	0.01%	161
2026 Q1	$3.7M	Sell	38,027 -1,206	-3%	-$120K	0.01%	165
2025 Q4	$3.78M	Buy	39,233 +1,679	+4%	+$161K	0.01%	171
2025 Q3	$3.63M	Buy	37,554 +227	+0.6%	+$21.5K	0.01%	175
2025 Q2	$3.43M	Sell	37,327 -2,266	-6%	-$196K	0.01%	170
2025 Q1	$3.37M	Sell	39,593 -5,494	-12%	-$490K	0.01%	158
2024 Q4	$3.99M	Sell	45,087 -6,444	-13%	-$585K	0.01%	151
2024 Q3	$4.54M	Sell	51,531 -3,751	-7%	-$316K	0.01%	125
2024 Q2	$4.48M	Buy	55,282 +2,240	+4%	+$182K	0.01%	125
2024 Q1	$4.46M	Sell	53,042 -7,539	-12%	-$597K	0.01%	118
2023 Q4	$4.71M	Buy	60,581 +35,334	+140%	+$2.51M	0.01%	102
2023 Q3	$1.76M	Sell	25,247 -8,403	-25%	-$613K	﹤0.01%	133
2023 Q2	$2.46M	Sell	33,650 -21,300	-39%	-$1.48M	0.01%	124
2023 Q1	$3.84M	Sell	54,950 -44,449	-45%	-$3.14M	0.01%	99
2022 Q4	$6.7M	Buy	99,399 +24,373	+32%	+$1.64M	0.02%	86
2022 Q3	$4.66M	Buy	75,026 +10,747	+17%	+$739K	0.02%	88
2022 Q2	$4.16M	Buy	64,279 +9,462	+17%	+$674K	0.01%	89
2022 Q1	$4.28M	Buy	54,817 +51,448	+1,527%	+$3.96M	0.01%	86
2021 Q4	$280K	Sell	3,369 -3,948	-54%	-$324K	﹤0.01%	226
2021 Q3	$572K	Sell	7,317 -23	-0.3%	-$1.84K	﹤0.01%	160
2021 Q2	$582K	Buy	7,340 +859	+13%	+$66.6K	﹤0.01%	133
2021 Q1	$479K	Sell	6,481 -178	-3%	-$12.9K	﹤0.01%	163
2020 Q4	$456K	Sell	6,659 -993	-13%	-$63.3K	﹤0.01%	171
2020 Q3	$439K	Buy	+7,652	New	+$436K	﹤0.01%	163
2018 Q2	–	Sell	-216	Closed	-$11K	–	151
2018 Q1	$11K	Buy	+216	New	+$11.4K	﹤0.01%	98

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 Engines Advisors's IWR Position: Q2 2026 in Review

Financial Engines Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, selling an estimated $42.4K and leaving 37,624 shares worth $4.15M. The position accounts for 0.01% of the portfolio, ranked #161.

Financial Engines Advisors first reported a position in IWR in Q1 2018 and has held it in 25 quarters since. The position peaked at $6.7M in Q4 2022. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Financial Engines Advisors held 37,624 shares of iShares Russell Mid-Cap ETF worth $4.15M as of Q2 2026.
Financial Engines Advisors sold 403 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $42.4K.
iShares Russell Mid-Cap ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #161 holding.
Financial Engines Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 25 quarters since.
Financial Engines Advisors's iShares Russell Mid-Cap ETF position peaked at $6.7M in Q4 2022.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.