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

Financial Life 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 Q1	–	Sell	-2,118	Closed	-$204K	–	54
2025 Q4	$204K	Buy	+2,118	New	+$204K	0.06%	53
2022 Q4	–	Sell	-4,490	Closed	-$279K	–	79
2022 Q3	$279K	Sell	4,490 -3	-0.1%	-$206	0.14%	58
2022 Q2	$291K	Sell	4,493 -35	-0.8%	-$2.49K	0.14%	40
2022 Q1	$353K	Hold	4,528	–	–	0.15%	40
2021 Q4	$376K	Hold	4,528	–	–	0.15%	41
2021 Q3	$354K	Sell	4,528 -26	-0.6%	-$2.08K	0.15%	40
2021 Q2	$361K	Hold	4,554	–	–	0.16%	40
2021 Q1	$337K	Sell	4,554 -823	-15%	-$59.5K	0.16%	43
2020 Q4	$368K	Sell	5,377 -107	-2%	-$6.82K	0.19%	37
2020 Q3	$314K	Buy	+5,484	New	+$312K	0.16%	40
2020 Q1	–	Sell	-6,495	Closed	-$387K	–	33
2019 Q4	$387K	Sell	6,495 -239	-4%	-$13.7K	0.23%	36
2019 Q3	$377K	Sell	6,734 -145	-2%	-$8.11K	0.24%	37
2019 Q2	$384K	Sell	6,879 -947	-12%	-$52K	0.25%	37
2019 Q1	$422K	Sell	7,826 -22	-0.3%	-$1.14K	0.29%	37
2018 Q4	$365K	Buy	7,848 +304	+4%	+$15.3K	0.28%	38
2018 Q3	$416K	Buy	7,544 +1,296	+21%	+$71K	0.3%	38
2018 Q2	$331K	Buy	6,248 +528	+9%	+$27.8K	0.27%	40
2018 Q1	$288K	Sell	5,720 -4,904	-46%	-$258K	0.26%	44
2017 Q4	$553K	Buy	+10,624	New	+$539K	0.45%	36

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Life Advisors's IWR Position: Q1 2026 in Review

Financial Life Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 2,118 shares — an estimated $204K sold.

Financial Life Advisors first reported a position in IWR in Q4 2017 and held it in 19 quarters. The position peaked at $553K in Q4 2017. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Financial Life Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Financial Life Advisors sold 2,118 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $204K.
Financial Life Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 19 quarters.
Financial Life Advisors's iShares Russell Mid-Cap ETF position peaked at $553K in Q4 2017.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Financial Life Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.