IAN
IWR icon

Integrated Advisors Network’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Integrated Advisors Network’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 		$6.96M Sell
63,108
-374
-0.6% -$39.3K 0.32% 73
2026
Q1 		$6.17M Sell
63,482
-2,222
-3% -$222K 0.32% 76
2025
Q4 		$6.33M Sell
65,704
-2,699
-4% -$260K 0.28% 84
2025
Q3 		$6.6M Sell
68,403
-2,039
-3% -$193K 0.28% 86
2025
Q2 		$6.48M Buy
70,442
+27,713
+65% +$2.39M 0.29% 87
2025
Q1 		$3.63M Buy
42,729
+424
+1% +$37.8K 0.18% 128
2024
Q4 		$3.74M Sell
42,305
-718
-2% -$65.2K 0.18% 136
2024
Q3 		$3.79M Sell
43,023
-191
-0.4% -$16.1K 0.18% 141
2024
Q2 		$3.5M Sell
43,214
-2,972
-6% -$242K 0.18% 147
2024
Q1 		$3.88M Sell
46,186
-183
-0.4% -$14.5K 0.2% 142
2023
Q4 		$3.6M Sell
46,369
-3,195
-6% -$227K 0.2% 141
2023
Q3 		$3.43M Hold
49,564
– – 0.21% 134
2023
Q2 		$3.62M Sell
49,564
-341
-0.7% -$23.7K 0.21% 130
2023
Q1 		$3.49M Buy
49,905
+960
+2% +$67.8K 0.21% 127
2022
Q4 		$3.3M Sell
48,945
-249
-0.5% -$16.8K 0.21% 137
2022
Q3 		$3.06M Buy
49,194
+36,080
+275% +$2.48M 0.21% 131
2022
Q2 		$848K Buy
13,114
+572
+5% +$40.7K 0.06% 308
2022
Q1 		$979K Sell
12,542
-252
-2% -$19.4K 0.06% 311
2021
Q4 		$1.06M Sell
12,794
-17
-0.1% -$1.4K 0.06% 268
2021
Q3 		$1M Buy
12,811
+1,497
+13% +$120K 0.07% 256
2021
Q2 		$897K Buy
11,314
+1,308
+13% +$101K 0.07% 237
2021
Q1 		$740K Buy
10,006
+1,281
+15% +$92.6K 0.07% 247
2020
Q4 		$598K Buy
8,725
+905
+12% +$57.6K 0.07% 255
2020
Q3 		$449K Buy
7,820
+36
+0.5% +$2.05K 0.06% 277
2020
Q2 		$417K Buy
7,784
+1,290
+20% +$64.7K 0.05% 283
2020
Q1 		$280K Buy
+6,494
New +$357K 0.05% 288

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Advisors Network's IWR Position: Q2 2026 in Review

Integrated Advisors Network reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.59% in Q2 2026, selling an estimated $39.3K and leaving 63,108 shares worth $6.96M. The position accounts for 0.32% of the portfolio, ranked #73.

Integrated Advisors Network first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Integrated Advisors Network held 63,108 shares of iShares Russell Mid-Cap ETF worth $6.96M as of Q2 2026.
  • Integrated Advisors Network sold 374 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $39.3K.
  • iShares Russell Mid-Cap ETF made up 0.32% of Integrated Advisors Network's portfolio in Q2 2026, its #73 holding.
  • Integrated Advisors Network first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.