Forvis Mazars Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.99M | Sell |
20,419
-331
| -2% | -$33.1K | 0.04% | 156 |
|
|
2025
Q4 | $2M | Buy |
20,750
+353
| +2% | +$33.9K | 0.04% | 158 |
|
|
2025
Q3 | $1.97M | Sell |
20,397
-323
| -2% | -$30.6K | 0.04% | 157 |
|
|
2025
Q2 | $1.91M | Sell |
20,720
-80
| -0.4% | -$6.91K | 0.04% | 161 |
|
|
2025
Q1 | $1.77M | Sell |
20,800
-165
| -0.8% | -$14.7K | 0.04% | 162 |
|
|
2024
Q4 | $1.85M | Sell |
20,965
-1,281
| -6% | -$116K | 0.04% | 164 |
|
|
2024
Q3 | $1.96M | Sell |
22,246
-1,611
| -7% | -$136K | 0.05% | 166 |
|
|
2024
Q2 | $1.93M | Sell |
23,857
-820
| -3% | -$66.7K | 0.05% | 163 |
|
|
2024
Q1 | $2.08M | Sell |
24,677
-3,944
| -14% | -$313K | 0.05% | 160 |
|
|
2023
Q4 | $2.22M | Sell |
28,621
-3,358
| -11% | -$239K | 0.06% | 143 |
|
|
2023
Q3 | $2.21M | Sell |
31,979
-999
| -3% | -$72.9K | 0.07% | 141 |
|
|
2023
Q2 | $2.41M | Sell |
32,978
-165
| -0.5% | -$11.5K | 0.07% | 152 |
|
|
2023
Q1 | $2.32M | Sell |
33,143
-1,872
| -5% | -$132K | 0.08% | 138 |
|
|
2022
Q4 | $2.36M | Buy |
35,015
+446
| +1% | +$30.1K | 0.08% | 130 |
|
|
2022
Q3 | $2.15M | Sell |
34,569
-175
| -0.5% | -$12K | 0.09% | 132 |
|
|
2022
Q2 | $2.25M | Buy |
34,744
+3,139
| +10% | +$223K | 0.09% | 117 |
|
|
2022
Q1 | $2.47M | Sell |
31,605
-396
| -1% | -$30.5K | 0.1% | 96 |
|
|
2021
Q4 | $2.66M | Buy |
32,001
+7
| +0% | +$575 | 0.11% | 86 |
|
|
2021
Q3 | $2.5M | Buy |
31,994
+1,993
| +7% | +$160K | 0.12% | 84 |
|
|
2021
Q2 | $2.38M | Buy |
30,001
+6
| +0% | +$465 | 0.11% | 85 |
|
|
2021
Q1 | $2.22M | Buy |
29,995
+1,000
| +3% | +$72.3K | 0.11% | 87 |
|
|
2020
Q4 | $1.99M | Sell |
28,995
-1,770
| -6% | -$113K | 0.1% | 100 |
|
|
2020
Q3 | $1.76M | Sell |
30,765
-4,270
| -12% | -$243K | 0.1% | 98 |
|
|
2020
Q2 | $1.88M | Buy |
35,035
+117
| +0.3% | +$5.86K | 0.12% | 89 |
|
|
2020
Q1 | $1.51M | Sell |
34,918
-2,638
| -7% | -$145K | 0.12% | 86 |
|
|
2019
Q4 | $2.24M | Sell |
37,556
-749
| -2% | -$43K | 0.16% | 75 |
|
|
2019
Q3 | $2.14M | Sell |
38,305
-19,853
| -34% | -$1.11M | 0.17% | 77 |
|
|
2019
Q2 | $3.25M | Sell |
58,158
-28,190
| -33% | -$1.55M | 0.26% | 54 |
|
|
2019
Q1 | $4.66M | Sell |
86,348
-21,651
| -20% | -$1.12M | 0.39% | 34 |
|
|
2018
Q4 | $5.02M | Sell |
107,999
-58,441
| -35% | -$2.95M | 0.51% | 25 |
|
|
2018
Q3 | $9.18M | Buy |
166,440
+1,400
| +0.8% | +$76.7K | 0.8% | 16 |
|
|
2018
Q2 | $8.75M | Buy |
165,040
+3,760
| +2% | +$198K | 0.85% | 14 |
|
|
2018
Q1 | $8.32M | Buy |
161,280
+56
| +0% | +$2.95K | 0.83% | 13 |
|
|
2017
Q4 | $8.39M | Sell |
161,224
-4,380
| -3% | -$222K | 0.84% | 14 |
|
|
2017
Q3 | $8.16M | Buy |
165,604
+2,860
| +2% | +$138K | 0.9% | 13 |
|
|
2017
Q2 | $7.82M | Sell |
162,744
-3,360
| -2% | -$159K | 0.89% | 14 |
|
|
2017
Q1 | $7.77M | Buy |
166,104
+724
| +0.4% | +$33.6K | 0.95% | 14 |
|
|
2016
Q4 | $7.39M | Buy |
165,380
+18,488
| +13% | +$809K | 0.97% | 15 |
|
|
2016
Q3 | $6.4M | Buy |
146,892
+10,236
| +7% | +$444K | 0.89% | 17 |
|
|
2016
Q2 | $5.75M | Buy |
136,656
+17,428
| +15% | +$719K | 0.85% | 18 |
|
|
2016
Q1 | $4.86M | Buy |
119,228
+32,016
| +37% | +$1.22M | 0.77% | 19 |
|
|
2015
Q4 | $3.49M | Buy |
87,212
+12,380
| +17% | +$505K | 0.53% | 26 |
|
|
2015
Q3 | $2.91M | Buy |
74,832
+11,760
| +19% | +$487K | 0.51% | 24 |
|
|
2015
Q2 | $2.69M | Buy |
63,072
+8,568
| +16% | +$373K | 0.4% | 36 |
|
|
2015
Q1 | $2.36M | Sell |
54,504
-3,300
| -6% | -$140K | 0.34% | 41 |
|
|
2014
Q4 | $2.41M | Buy |
57,804
+34,596
| +149% | +$1.4M | 0.39% | 39 |
|
|
2014
Q3 | $919K | Buy |
23,208
+1,444
| +7% | +$58.2K | 0.16% | 73 |
|
|
2014
Q2 | $884K | Sell |
21,764
-2,228
| -9% | -$86.9K | 0.15% | 73 |
|
|
2014
Q1 | $931K | Sell |
23,992
-4,940
| -17% | -$187K | 0.16% | 80 |
|
|
2013
Q4 | $1.08M | Sell |
28,932
-4,512
| -13% | -$163K | 0.2% | 71 |
|
|
2013
Q3 | $1.16M | Buy |
+33,444
| New | +$1.14M | 0.24% | 67 |
|
Other funds holding IWR
Forvis Mazars Wealth Advisors's IWR Position: Q1 2026 in Review
Forvis Mazars Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q1 2026, selling an estimated $33.1K and leaving 20,419 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #156.
Forvis Mazars Wealth Advisors first reported a position in IWR in Q3 2013 and has held it in 51 quarters since. The position peaked at $9.18M in Q3 2018. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Forvis Mazars Wealth Advisors held 20,419 shares of iShares Russell Mid-Cap ETF worth $1.99M as of Q1 2026.
- Forvis Mazars Wealth Advisors sold 331 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $33.1K.
- iShares Russell Mid-Cap ETF made up 0.04% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #156 holding.
- Forvis Mazars Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2013 and has held it in 51 quarters since.
- Forvis Mazars Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $9.18M in Q3 2018.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.