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Heritage Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Heritage Wealth 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
Q1 		$856K Sell
8,801
-13,424
-60% -$1.34M 0.03% 98
2025
Q4 		$2.14M Sell
22,225
-80
-0.4% -$7.69K 0.08% 63
2025
Q3 		$2.15M Hold
22,305
– – 0.09% 57
2025
Q2 		$2.05M Hold
22,305
– – 0.1% 59
2025
Q1 		$1.9M Sell
22,305
-1,216
-5% -$108K 0.1% 57
2024
Q4 		$2.08M Sell
23,521
-52
-0.2% -$4.72K 0.1% 57
2024
Q3 		$2.08M Hold
23,573
– – 0.1% 60
2024
Q2 		$1.91M Buy
23,573
+673
+3% +$54.8K 0.09% 59
2024
Q1 		$1.93M Buy
22,900
+7,150
+45% +$567K 0.09% 60
2023
Q4 		$1.22M Sell
15,750
-20
-0.1% -$1.42K 0.06% 75
2023
Q3 		$1.09M Hold
15,770
– – 0.06% 72
2023
Q2 		$1.15M Hold
15,770
– – 0.06% 77
2023
Q1 		$1.1M Buy
15,770
+300
+2% +$21.2K 0.06% 77
2022
Q4 		$1.04M Buy
15,470
+200
+1% +$13.5K 0.06% 81
2022
Q3 		$949K Buy
15,270
+16
+0.1% +$1.1K 0.07% 78
2022
Q2 		$986K Buy
15,254
+220
+1% +$15.7K 0.07% 79
2022
Q1 		$1.17M Buy
15,034
+50
+0.3% +$3.85K 0.06% 74
2021
Q4 		$1.24M Hold
14,984
– – 0.07% 79
2021
Q3 		$1.17M Hold
14,984
– – 0.07% 75
2021
Q2 		$1.19M Hold
14,984
– – 0.07% 76
2021
Q1 		$1.11M Hold
14,984
– – 0.07% 80
2020
Q4 		$1.03M Hold
14,984
– – 0.06% 86
2020
Q3 		$860K Hold
14,984
– – 0.11% 64
2020
Q2 		$803K Sell
14,984
-10,000
-40% -$501K 0.11% 64
2020
Q1 		$1.08M Hold
24,984
– – 0.19% 56
2019
Q4 		$1.49M Hold
24,984
– – 0.2% 49
2019
Q3 		$1.4M Buy
24,984
+23,424
+1,502% +$1.31M 0.21% 49
2019
Q2 		$87.2K Hold
1,560
– – 0.01% 205
2019
Q1 		$84.2K Hold
1,560
– – 0.01% 190
2018
Q4 		$72K Buy
+1,560
New +$78.7K 0.01% 175

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

Heritage Wealth Advisors's IWR Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 60% in Q1 2026, selling an estimated $1.34M and leaving 8,801 shares worth $856K. The position accounts for 0.03% of the portfolio, ranked #98.

Heritage Wealth Advisors first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.15M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Heritage Wealth Advisors held 8,801 shares of iShares Russell Mid-Cap ETF worth $856K as of Q1 2026.
  • Heritage Wealth Advisors sold 13,424 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.34M.
  • iShares Russell Mid-Cap ETF made up 0.03% of Heritage Wealth Advisors's portfolio in Q1 2026, its #98 holding.
  • Heritage Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Heritage Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $2.15M in Q3 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.