Independent Advisor Alliance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Independent Advisor Alliance’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	$817K	Sell	7,407 -185,443	-96%	-$19.5M	0.02%	520
2026 Q1	$18.8M	Buy	192,850 +185,443	+2,504%	+$18.5M	0.2%	103
2025 Q4	$713K	Sell	7,407 -900	-11%	-$86.5K	0.02%	557
2025 Q3	$802K	Buy	+8,307	New	+$787K	0.02%	492
2025 Q1	–	Sell	-178,791	Closed	-$15.8M	–	1105
2024 Q4	$15.8M	Buy	+178,791	New	+$16.2M	0.21%	101
2020 Q1	–	Sell	-131,044	Closed	-$7.81M	–	643
2019 Q4	$7.81M	Buy	+131,044	New	+$7.52M	0.34%	66
2017 Q2	–	Sell	-36,252	Closed	-$1.68M	–	324
2017 Q1	$1.68M	Buy	+36,252	New	+$1.68M	0.27%	111

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Advisor Alliance's IWR Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares Russell Mid-Cap ETF (IWR) stake by 96% in Q2 2026, selling an estimated $19.5M and leaving 7,407 shares worth $817K. The position accounts for 0.02% of the portfolio, ranked #520.

Independent Advisor Alliance first reported a position in IWR in Q1 2017 and has held it in 7 quarters since. The position peaked at $18.8M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Independent Advisor Alliance held 7,407 shares of iShares Russell Mid-Cap ETF worth $817K as of Q2 2026.
Independent Advisor Alliance sold 185,443 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $19.5M.
iShares Russell Mid-Cap ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #520 holding.
Independent Advisor Alliance first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 7 quarters since.
Independent Advisor Alliance's iShares Russell Mid-Cap ETF position peaked at $18.8M in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.