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Foundations Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Foundations Investment 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 		$907K Sell
8,220
-102
-1% -$10.7K 0.01% 592
2026
Q1 		$809K Sell
8,322
-421
-5% -$42.1K 0.01% 579
2025
Q4 		$842K Buy
8,743
+6
+0.1% +$577 0.01% 565
2025
Q3 		$844K Sell
8,737
-1,943
-18% -$184K 0.01% 510
2025
Q2 		$982K Buy
10,680
+1,476
+16% +$128K 0.02% 437
2025
Q1 		$783K Buy
9,204
+808
+10% +$72.1K 0.01% 462
2024
Q4 		$742K Sell
8,396
-827
-9% -$75.1K 0.01% 461
2024
Q3 		$813K Sell
9,223
-298
-3% -$25.1K 0.02% 403
2024
Q2 		$772K Sell
9,521
-1,211
-11% -$98.6K 0.02% 395
2024
Q1 		$902K Sell
10,732
-32
-0.3% -$2.54K 0.02% 337
2023
Q4 		$835K Sell
10,764
-1,234
-10% -$87.7K 0.02% 337
2023
Q3 		$831K Sell
11,998
-383
-3% -$27.9K 0.03% 305
2023
Q2 		$904K Buy
12,381
+7,895
+176% +$549K 0.03% 281
2023
Q1 		$314K Buy
4,486
+5
+0.1% +$353 0.01% 388
2022
Q4 		$302K Sell
4,481
-236
-5% -$15.9K 0.01% 343
2022
Q3 		$293K Buy
4,717
+1,097
+30% +$75.5K 0.01% 325
2022
Q2 		$237K Buy
3,620
+197
+6% +$14K 0.01% 339
2022
Q1 		$262K Buy
+3,423
New +$263K 0.01% 303
2018
Q3 		– Sell
-18,232
Closed -$967K – 104
2018
Q2 		$967K Buy
+18,232
New +$960K 0.26% 35

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Foundations Investment Advisors's IWR Position: Q2 2026 in Review

Foundations Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2026, selling an estimated $10.7K and leaving 8,220 shares worth $907K. The position accounts for 0.01% of the portfolio, ranked #592.

Foundations Investment Advisors first reported a position in IWR in Q2 2018 and has held it in 19 quarters since. The position peaked at $982K in Q2 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Foundations Investment Advisors held 8,220 shares of iShares Russell Mid-Cap ETF worth $907K as of Q2 2026.
  • Foundations Investment Advisors sold 102 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.7K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #592 holding.
  • Foundations Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 19 quarters since.
  • Foundations Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $982K in Q2 2025.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.