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

Highland Investment Advisors LLC’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	$64.8K	Buy	+588	New	+$61.8K	0.03%	156

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Highland Investment Advisors LLC's IWR Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 588 shares worth $64.8K. The stake represents 0.03% of the portfolio and ranks #156 among its holdings.

1,405 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Highland Investment Advisors LLC held 588 shares of iShares Russell Mid-Cap ETF worth $64.8K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Highland Investment Advisors LLC position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #156 holding.
1,405 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.