Fortis Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fortis Capital 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	$497K	Hold	4,505	–	–	0.06%	246
2026 Q1	$438K	Hold	4,505	–	–	0.06%	248
2025 Q4	$434K	Sell	4,505 -3	-0.1%	-$288	0.06%	211
2025 Q3	$435K	Sell	4,508 -147	-3%	-$13.9K	0.07%	195
2025 Q2	$428K	Sell	4,655 -793	-15%	-$68.5K	0.08%	170
2025 Q1	$463K	Buy	5,448 +202	+4%	+$18K	0.09%	161
2024 Q4	$454K	Hold	5,246	–	–	0.16%	113
2024 Q3	$462K	Buy	+5,246	New	+$442K	0.15%	107

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

Fortis Capital Advisors's IWR Position: Q2 2026 in Review

Fortis Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,505 shares worth $497K. The position accounts for 0.06% of the portfolio, ranked #246.

Fortis Capital Advisors first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Fortis Capital Advisors held 4,505 shares of iShares Russell Mid-Cap ETF worth $497K as of Q2 2026.
Fortis Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #246 holding.
Fortis Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.