GA
IWR icon

GoalVest Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GoalVest Advisory’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
Q1 		– Sell
-40
Closed -$3.85K – 500
2025
Q4 		$3.85K Buy
+40
New +$3.85K ﹤0.01% 485

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GoalVest Advisory's IWR Position: Q1 2026 in Review

GoalVest Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 40 shares — an estimated $3.85K sold.

GoalVest Advisory first reported a position in IWR in Q4 2025 and held it in 1 quarter. The position peaked at $3.85K in Q4 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • GoalVest Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 40 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $3.85K.
  • GoalVest Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • GoalVest Advisory's iShares Russell Mid-Cap ETF position peaked at $3.85K in Q4 2025.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.