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Great Valley Advisor Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Great Valley Advisor Group’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 		$1.99M Buy
18,000
+1,305
+8% +$137K 0.03% 406
2026
Q1 		$1.62M Buy
16,695
+658
+4% +$65.7K 0.03% 420
2025
Q4 		$1.54M Buy
16,037
+970
+6% +$93.3K 0.03% 393
2025
Q3 		$1.45M Buy
15,067
+22
+0.1% +$2.08K 0.03% 405
2025
Q2 		$1.38M Sell
15,045
-99
-0.7% -$8.55K 0.03% 392
2025
Q1 		$1.29M Sell
15,144
-578
-4% -$51.6K 0.03% 395
2024
Q4 		$1.39M Sell
15,722
-105
-0.7% -$9.53K 0.03% 381
2024
Q3 		$1.4M Buy
15,827
+528
+3% +$44.5K 0.03% 369
2024
Q2 		$1.24M Buy
15,299
+779
+5% +$63.4K 0.03% 351
2024
Q1 		$1.22M Buy
14,520
+1,019
+8% +$80.7K 0.04% 339
2023
Q4 		$1.05M Sell
13,501
-494
-4% -$35.1K 0.04% 332
2023
Q3 		$969K Sell
13,995
-1,010
-7% -$73.7K 0.04% 317
2023
Q2 		$1.1M Sell
15,005
-294
-2% -$20.4K 0.05% 300
2023
Q1 		$1.07M Sell
15,299
-5,943
-28% -$420K 0.05% 296
2022
Q4 		$1.43M Sell
21,242
-374
-2% -$25.2K 0.07% 263
2022
Q3 		$1.34M Buy
21,616
+1,167
+6% +$80.3K 0.08% 256
2022
Q2 		$1.32M Buy
20,449
+1,693
+9% +$121K 0.07% 258
2022
Q1 		$1.48M Sell
18,756
-584
-3% -$45K 0.09% 234
2021
Q4 		$1.59M Sell
19,340
-3,818
-16% -$313K 0.1% 212
2021
Q3 		$1.81M Buy
23,158
+10,885
+89% +$872K 0.12% 187
2021
Q2 		$953K Buy
12,273
+705
+6% +$54.7K 0.07% 248
2021
Q1 		$855K Sell
11,568
-2,288
-17% -$165K 0.08% 217
2020
Q4 		$950K Sell
13,856
-1,951
-12% -$124K 0.1% 187
2020
Q3 		$907K Sell
15,807
-1,445
-8% -$82.3K 0.11% 176
2020
Q2 		$924K Buy
17,252
+1,902
+12% +$95.3K 0.15% 161
2020
Q1 		$663K Sell
15,350
-1,567
-9% -$86.2K 0.18% 146
2019
Q4 		$1.01M Sell
16,917
-59
-0.3% -$3.39K 0.22% 134
2019
Q3 		$948K Buy
16,976
+368
+2% +$20.6K 0.23% 130
2019
Q2 		$928K Buy
16,608
+8,131
+96% +$446K 0.23% 131
2019
Q1 		$458K Buy
+8,477
New +$439K 0.15% 164

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

Great Valley Advisor Group's IWR Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.8% in Q2 2026, buying an estimated $137K and bringing the position to 18,000 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #406.

Great Valley Advisor Group first reported a position in IWR in Q1 2019 and has held it in 30 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Great Valley Advisor Group held 18,000 shares of iShares Russell Mid-Cap ETF worth $1.99M as of Q2 2026.
  • Great Valley Advisor Group bought 1,305 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $137K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q2 2026, its #406 holding.
  • Great Valley Advisor Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.