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

Integral 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	$215K	Sell	1,950 -756	-28%	-$79.5K	0.05%	176
2026 Q1	$263K	Hold	2,706	–	–	0.07%	152
2025 Q4	$261K	Hold	2,706	–	–	0.06%	150
2025 Q3	$261K	Hold	2,706	–	–	0.07%	139
2025 Q2	$249K	Sell	2,706 -1,100	-29%	-$95K	0.07%	140
2025 Q1	$324K	Sell	3,806 -310	-8%	-$27.6K	0.1%	126
2024 Q4	$364K	Hold	4,116	–	–	0.12%	115
2024 Q3	$363K	Sell	4,116 -276	-6%	-$23.3K	0.12%	118
2024 Q2	$356K	Buy	+4,392	New	+$357K	0.13%	114
2022 Q2	–	Sell	-2,944	Closed	-$230K	–	84
2022 Q1	$230K	Buy	+2,944	New	+$227K	0.14%	90

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

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

Integral Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 28% in Q2 2026, selling an estimated $79.5K and leaving 1,950 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #176.

Integral Investment Advisors first reported a position in IWR in Q1 2022 and has held it in 10 quarters since. The position peaked at $364K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Integral Investment Advisors held 1,950 shares of iShares Russell Mid-Cap ETF worth $215K as of Q2 2026.
Integral Investment Advisors sold 756 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $79.5K.
iShares Russell Mid-Cap ETF made up 0.05% of Integral Investment Advisors's portfolio in Q2 2026, its #176 holding.
Integral Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
Integral Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $364K in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Integral Investment Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.