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

Guardian Asset 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	$493K	Buy	4,472 +68	+2%	+$7.15K	0.23%	77
2026 Q1	$428K	Sell	4,404 -45	-1%	-$4.5K	0.25%	64
2025 Q4	$428K	Buy	4,449 +17	+0.4%	+$1.63K	0.22%	70
2025 Q3	$428K	Sell	4,432 -647	-13%	-$61.3K	0.23%	72
2025 Q2	$468K	Buy	5,079 +12	+0.2%	+$1.04K	0.27%	65
2025 Q1	$427K	Sell	5,067 -1,057	-17%	-$94.3K	0.28%	67
2024 Q4	$541K	Sell	6,124 -1,966	-24%	-$178K	0.35%	49
2024 Q3	$710K	Sell	8,090 -4,793	-37%	-$404K	0.48%	42
2024 Q2	$1.04M	Sell	12,883 -4,031	-24%	-$328K	0.77%	30
2024 Q1	$1.42M	Sell	16,914 -5,036	-23%	-$399K	1.18%	18
2023 Q4	$1.71M	Buy	+21,950	New	+$1.56M	1.6%	16

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Guardian Asset Advisors's IWR Position: Q2 2026 in Review

Guardian Asset Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q2 2026, buying an estimated $7.15K and bringing the position to 4,472 shares worth $493K. The position accounts for 0.23% of the portfolio, ranked #77.

Guardian Asset Advisors first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.71M in Q4 2023. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Guardian Asset Advisors held 4,472 shares of iShares Russell Mid-Cap ETF worth $493K as of Q2 2026.
Guardian Asset Advisors bought 68 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $7.15K.
iShares Russell Mid-Cap ETF made up 0.23% of Guardian Asset Advisors's portfolio in Q2 2026, its #77 holding.
Guardian Asset Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's iShares Russell Mid-Cap ETF position peaked at $1.71M in Q4 2023.
497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.