FSM Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

FSM Wealth 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	$284K	Hold	2,570	–	–	0.03%	272
2026 Q1	$250K	Hold	2,570	–	–	0.03%	267
2025 Q4	$247K	Hold	2,570	–	–	0.03%	268
2025 Q3	$248K	Hold	2,570	–	–	0.04%	271
2025 Q2	$239K	Hold	2,570	–	–	0.04%	246
2025 Q1	$219K	Hold	2,570	–	–	0.05%	193
2024 Q4	$234K	Hold	2,570	–	–	0.06%	168
2024 Q3	$227K	Hold	2,570	–	–	0.06%	165
2024 Q2	$208K	Hold	2,570	–	–	0.07%	152
2024 Q1	$216K	Buy	+2,570	New	+$204K	0.08%	152

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

FSM Wealth Advisors's IWR Position: Q2 2026 in Review

FSM Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,570 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #272.

FSM Wealth Advisors first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

FSM Wealth Advisors held 2,570 shares of iShares Russell Mid-Cap ETF worth $284K as of Q2 2026.
FSM Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #272 holding.
FSM Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.