Guyasuta Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Guyasuta Investment 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	$364K	Hold	3,300	–	–	0.02%	214
2026 Q1	$321K	Hold	3,300	–	–	0.02%	219
2025 Q4	$318K	Hold	3,300	–	–	0.02%	216
2025 Q3	$319K	Hold	3,300	–	–	0.02%	214
2025 Q2	$304K	Hold	3,300	–	–	0.02%	214
2025 Q1	$281K	Hold	3,300	–	–	0.02%	210
2024 Q4	$292K	Hold	3,300	–	–	0.02%	216
2024 Q3	$291K	Hold	3,300	–	–	0.02%	219
2024 Q2	$257K	Hold	3,300	–	–	0.02%	213
2024 Q1	$257K	Hold	3,300	–	–	0.02%	215
2023 Q4	$257K	Hold	3,300	–	–	0.02%	215
2023 Q3	$229K	Sell	3,300 -148	-4%	-$10.8K	0.02%	217
2023 Q2	$252K	Hold	3,448	–	–	0.02%	211
2023 Q1	$241K	Hold	3,448	–	–	0.02%	225
2022 Q4	$233K	Hold	3,448	–	–	0.02%	219
2022 Q3	$214K	Hold	3,448	–	–	0.02%	209
2022 Q2	$223K	Hold	3,448	–	–	0.02%	243
2022 Q1	$269K	Hold	3,448	–	–	0.02%	239
2021 Q4	$286K	Hold	3,448	–	–	0.02%	234
2021 Q3	$270K	Hold	3,448	–	–	0.02%	232
2021 Q2	$273K	Hold	3,448	–	–	0.02%	228
2021 Q1	$255K	Hold	3,448	–	–	0.02%	222
2020 Q4	$236K	Buy	+3,448	New	+$220K	0.02%	214
2020 Q1	–	Sell	-3,448	Closed	-$206K	–	199
2019 Q4	$206K	Buy	+3,448	New	+$198K	0.02%	204

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Guyasuta Investment Advisors's IWR Position: Q2 2026 in Review

Guyasuta Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,300 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #214.

Guyasuta Investment Advisors first reported a position in IWR in Q4 2019 and has held it in 24 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Guyasuta Investment Advisors held 3,300 shares of iShares Russell Mid-Cap ETF worth $364K as of Q2 2026.
Guyasuta Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Guyasuta Investment Advisors's portfolio in Q2 2026, its #214 holding.
Guyasuta Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Guyasuta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.