Flagship Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Flagship Wealth 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	$10K	Hold	109	–	–	﹤0.01%	283
2025 Q4	$10.5K	Hold	109	–	–	﹤0.01%	325
2025 Q3	$10.5K	Hold	109	–	–	﹤0.01%	331
2025 Q2	$10K	Hold	109	–	–	﹤0.01%	298
2025 Q1	$9.27K	Hold	109	–	–	﹤0.01%	297
2024 Q4	$9.64K	Buy	+109	New	+$9.89K	0.01%	287

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

Flagship Wealth Advisors's IWR Position: Q1 2026 in Review

Flagship Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 109 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Flagship Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.5K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Flagship Wealth Advisors held 109 shares of iShares Russell Mid-Cap ETF worth $10K as of Q1 2026.
Flagship Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #283 holding.
Flagship Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $10.5K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.