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 Q2	$108K	Buy	981 +872	+800%	+$91.7K	0.02%	197
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 $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

Flagship Wealth Advisors's IWR Position: Q2 2026 in Review

Flagship Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 800% in Q2 2026, buying an estimated $91.7K and bringing the position to 981 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #197.

Flagship Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Flagship Wealth Advisors held 981 shares of iShares Russell Mid-Cap ETF worth $108K as of Q2 2026.
Flagship Wealth Advisors bought 872 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $91.7K.
iShares Russell Mid-Cap ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #197 holding.
Flagship Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.