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

Goldstein 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	$1.01M	Hold	9,112	–	–	0.09%	81
2026 Q1	$886K	Hold	9,112	–	–	0.1%	72
2025 Q4	$877K	Sell	9,112 -406	-4%	-$39K	0.1%	74
2025 Q3	$919K	Sell	9,518 -2,993	-24%	-$284K	0.11%	71
2025 Q2	$1.15M	Hold	12,511	–	–	0.15%	56
2025 Q1	$1.06M	Hold	12,511	–	–	0.16%	53
2024 Q4	$1.11M	Sell	12,511 -285	-2%	-$25.9K	0.16%	49
2024 Q3	$1.13M	Buy	12,796 +403	+3%	+$34K	0.17%	47
2024 Q2	$1M	Hold	12,393	–	–	0.17%	49
2024 Q1	$1.04M	Hold	12,393	–	–	0.18%	46
2023 Q4	$963K	Buy	12,393 +6,817	+122%	+$484K	0.16%	73
2023 Q3	$386K	Buy	5,576 +2,000	+56%	+$146K	0.08%	88
2023 Q2	$261K	Buy	+3,576	New	+$249K	0.05%	114

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

Goldstein Advisors's IWR Position: Q2 2026 in Review

Goldstein Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 9,112 shares worth $1.01M. The position accounts for 0.09% of the portfolio, ranked #81.

Goldstein Advisors first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q2 2025. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Goldstein Advisors held 9,112 shares of iShares Russell Mid-Cap ETF worth $1.01M as of Q2 2026.
Goldstein Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.09% of Goldstein Advisors's portfolio in Q2 2026, its #81 holding.
Goldstein Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Goldstein Advisors's iShares Russell Mid-Cap ETF position peaked at $1.15M in Q2 2025.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.