Global Assets Advisory’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
Q2
Sell
-631
Closed -$89.9K 446
2026
Q1
$89.9K Buy
+631
New +$63K 0.03% 317
2024
Q2
Sell
-236
Closed -$19.7K 294
2024
Q1
$19.7K Buy
+236
New +$18.7K 0.01% 425

Other funds holding IWR

Global Assets Advisory's IWR Position: Q2 2026 in Review

Global Assets Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 631 shares — an estimated $89.9K sold.

Global Assets Advisory first reported a position in IWR in Q1 2024 and held it in 2 quarters. The position peaked at $89.9K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Global Assets Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Global Assets Advisory sold 631 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $89.9K.
  • Global Assets Advisory first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and held it in 2 quarters.
  • Global Assets Advisory's iShares Russell Mid-Cap ETF position peaked at $89.9K in Q1 2026.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Global Assets Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.