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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
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 $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guardian Wealth Advisors (Minnesota)'s IWR Position: Q1 2026 in Review

Guardian Wealth Advisors (Minnesota) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q1 2026, selling an estimated $208K and leaving 18,296 shares worth $1.78M. The position accounts for 1.02% of the portfolio, ranked #14.

Guardian Wealth Advisors (Minnesota) first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.42M in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Guardian Wealth Advisors (Minnesota) held 18,296 shares of iShares Russell Mid-Cap ETF worth $1.78M as of Q1 2026.
  • Guardian Wealth Advisors (Minnesota) sold 2,082 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $208K.
  • iShares Russell Mid-Cap ETF made up 1.02% of Guardian Wealth Advisors (Minnesota)'s portfolio in Q1 2026, its #14 holding.
  • Guardian Wealth Advisors (Minnesota) first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Guardian Wealth Advisors (Minnesota)'s iShares Russell Mid-Cap ETF position peaked at $4.42M in Q4 2021.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (Minnesota)'s 13F filing for Q1 2026, filed 1 May 2026.