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

Good Life 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
2025 Q2	$506K	Buy	5,507 +1,428	+35%	+$123K	0.03%	301
2025 Q1	$347K	Buy	4,079 +331	+9%	+$29.5K	0.02%	360
2024 Q4	$331K	Sell	3,748 -1,928	-34%	-$175K	0.02%	358
2024 Q3	$500K	Buy	5,676 +2,844	+100%	+$240K	0.03%	343
2024 Q2	$230K	Sell	2,832 -114	-4%	-$9.28K	0.02%	403
2024 Q1	$248K	Buy	2,946 +62	+2%	+$4.91K	0.02%	388
2023 Q4	$224K	Buy	+2,884	New	+$205K	0.02%	388
2022 Q3	–	Sell	-4,284	Closed	-$277K	–	357
2022 Q2	$277K	Buy	4,284 +372	+10%	+$26.5K	0.04%	275
2022 Q1	$305K	Buy	3,912 +141	+4%	+$10.9K	0.04%	283
2021 Q4	$313K	Buy	3,771 +117	+3%	+$9.6K	0.04%	281
2021 Q3	$286K	Buy	3,654 +603	+20%	+$48.3K	0.04%	278
2021 Q2	$242K	Buy	3,051 +57	+2%	+$4.42K	0.05%	264
2021 Q1	$223K	Buy	+2,994	New	+$216K	0.05%	275

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Good Life Advisors's IWR Position: Q2 2025 in Review

Good Life Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 35% in Q2 2025, buying an estimated $123K and bringing the position to 5,507 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #301.

Good Life Advisors first reported a position in IWR in Q1 2021 and has held it in 13 quarters since. 1,441 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Good Life Advisors held 5,507 shares of iShares Russell Mid-Cap ETF worth $506K as of Q2 2025.
Good Life Advisors bought 1,428 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $123K.
iShares Russell Mid-Cap ETF made up 0.03% of Good Life Advisors's portfolio in Q2 2025, its #301 holding.
Good Life Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 13 quarters since.
1,441 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.