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Guardian Wealth Advisors (Minnesota)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Guardian Wealth Advisors (Minnesota)’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 		$2M Sell
18,130
-166
-0.9% -$17.5K 1% 13
2026
Q1 		$1.78M Sell
18,296
-2,082
-10% -$208K 1.02% 14
2025
Q4 		$1.96M Sell
20,378
-334
-2% -$32.1K 1.11% 13
2025
Q3 		$2M Sell
20,712
-1,889
-8% -$179K 1.13% 13
2025
Q2 		$2.08M Sell
22,601
-4,784
-17% -$413K 1.23% 14
2025
Q1 		$2.33M Sell
27,385
-4,295
-14% -$383K 1.49% 13
2024
Q4 		$2.8M Sell
31,680
-4,835
-13% -$439K 1.79% 13
2024
Q3 		$3.22M Sell
36,515
-6,402
-15% -$539K 1.99% 10
2024
Q2 		$3.48M Sell
42,917
-4,543
-10% -$370K 2.26% 10
2024
Q1 		$3.99M Sell
47,460
-1,654
-3% -$131K 2.59% 10
2023
Q4 		$3.82M Buy
49,114
+786
+2% +$55.8K 2.66% 10
2023
Q3 		$3.35M Sell
48,328
-2,989
-6% -$218K 2.56% 10
2023
Q2 		$3.75M Sell
51,317
-764
-1% -$53.1K 2.76% 10
2023
Q1 		$3.64M Buy
52,081
+329
+0.6% +$23.2K 2.85% 11
2022
Q4 		$3.49M Sell
51,752
-3,118
-6% -$210K 3.1% 11
2022
Q3 		$3.41M Buy
54,870
+350
+0.6% +$24.1K 3.31% 11
2022
Q2 		$3.52M Buy
54,520
+1,316
+2% +$93.7K 3.24% 12
2022
Q1 		$4.15M Buy
53,204
+17
+0% +$1.31K 3.41% 11
2021
Q4 		$4.42M Buy
53,187
+798
+2% +$65.5K 3.54% 11
2021
Q3 		$4.1M Sell
52,389
-2,384
-4% -$191K 3.64% 10
2021
Q2 		$4.34M Buy
54,773
+2,431
+5% +$189K 3.76% 10
2021
Q1 		$3.87M Buy
52,342
+97
+0.2% +$7.01K 3.59% 10
2020
Q4 		$3.58M Buy
+52,245
New +$3.33M 3.55% 11

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

Guardian Wealth Advisors (Minnesota)'s IWR Position: Q2 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.91% in Q2 2026, selling an estimated $17.5K and leaving 18,130 shares worth $2M. The position accounts for 1% of the portfolio, ranked #13.

Guardian Wealth Advisors (Minnesota) first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.42M in Q4 2021. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Guardian Wealth Advisors (Minnesota) held 18,130 shares of iShares Russell Mid-Cap ETF worth $2M as of Q2 2026.
  • Guardian Wealth Advisors (Minnesota) sold 166 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $17.5K.
  • iShares Russell Mid-Cap ETF made up 1% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q2 2026, its #13 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s iShares Russell Mid-Cap ETF position peaked at $4.42M in Q4 2021.
  • 1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q2 2026, filed 6 Aug 2026.