PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$1.04M	Sell	9,408 -760	-7%	-$79.9K	0.28%	55
2026 Q1	$989K	Hold	10,168	–	–	0.29%	47
2025 Q4	$979K	Hold	10,168	–	–	0.29%	51
2025 Q3	$982K	Buy	10,168 +1	+0%	+$95	0.31%	50
2025 Q2	$935K	Hold	10,167	–	–	0.31%	50
2025 Q1	$865K	Buy	10,167 +6,167	+154%	+$550K	0.32%	53
2024 Q4	$354K	Buy	+4,000	New	+$363K	0.14%	101

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IWR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.5% in Q2 2026, selling an estimated $79.9K and leaving 9,408 shares worth $1.04M. The position accounts for 0.28% of the portfolio, ranked #55.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 9,408 shares of iShares Russell Mid-Cap ETF worth $1.04M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 760 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $79.9K.
iShares Russell Mid-Cap ETF made up 0.28% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #55 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.