Focus Partners Advisor Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Focus Partners Advisor Solutions’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	$1.46M	Buy	13,196 +495	+4%	+$52.1K	0.01%	444
2026 Q1	$1.23M	Sell	12,701 -423	-3%	-$42.3K	0.01%	496
2025 Q4	$1.26M	Sell	13,124 -589	-4%	-$56.6K	0.02%	430
2025 Q3	$1.32M	Buy	13,713 +3,015	+28%	+$286K	0.02%	435
2025 Q2	$984K	Sell	10,698 -870	-8%	-$75.2K	0.01%	448
2025 Q1	$984K	Buy	11,568 +3,385	+41%	+$302K	0.02%	389
2024 Q4	$723K	Buy	8,183 +2,064	+34%	+$187K	0.01%	396
2024 Q3	$539K	Buy	6,119 +100	+2%	+$8.43K	0.01%	434
2024 Q2	$488K	Sell	6,019 -579	-9%	-$47.1K	0.01%	379
2024 Q1	$555K	Buy	6,598 +2,476	+60%	+$196K	0.02%	337
2023 Q4	$320K	Sell	4,122 -598	-13%	-$42.5K	0.02%	322
2023 Q3	$327K	Sell	4,720 -6	-0.1%	-$438	0.02%	336
2023 Q2	$345K	Buy	4,726 +78	+2%	+$5.43K	0.02%	276
2023 Q1	$325K	Sell	4,648 -27	-0.6%	-$1.91K	0.02%	264
2022 Q4	$315K	Buy	4,675 +83	+2%	+$5.6K	0.02%	253
2022 Q3	$285K	Buy	4,592 +1,454	+46%	+$100K	0.02%	316
2022 Q2	$203K	Sell	3,138 -4,279	-58%	-$305K	0.02%	338
2022 Q1	$579K	Buy	+7,417	New	+$571K	0.06%	156

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

Focus Partners Advisor Solutions's IWR Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.9% in Q2 2026, buying an estimated $52.1K and bringing the position to 13,196 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #444.

Focus Partners Advisor Solutions first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Focus Partners Advisor Solutions held 13,196 shares of iShares Russell Mid-Cap ETF worth $1.46M as of Q2 2026.
Focus Partners Advisor Solutions bought 495 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $52.1K.
iShares Russell Mid-Cap ETF made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #444 holding.
Focus Partners Advisor Solutions first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.