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

Invera 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	$428K	Hold	4,398	–	–	0.27%	74
2025 Q4	$423K	Sell	4,398 -122	-3%	-$11.7K	0.27%	74
2025 Q3	$436K	Hold	4,520	–	–	0.27%	73
2025 Q2	$416K	Sell	4,520 -28	-0.6%	-$2.42K	0.27%	72
2025 Q1	$387K	Buy	+4,548	New	+$406K	0.25%	78
2024 Q1	–	Sell	-4,745	Closed	-$369K	–	82
2023 Q4	$369K	Buy	+4,745	New	+$337K	0.23%	81

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Invera Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,398 shares worth $428K. The position accounts for 0.27% of the portfolio, ranked #74.

Invera Wealth Advisors first reported a position in IWR in Q4 2023 and has held it in 6 quarters since. The position peaked at $436K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Invera Wealth Advisors held 4,398 shares of iShares Russell Mid-Cap ETF worth $428K as of Q1 2026.
Invera Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.27% of Invera Wealth Advisors's portfolio in Q1 2026, its #74 holding.
Invera Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 6 quarters since.
Invera Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $436K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.