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 Q2	$481K	Sell	4,364 -34	-0.8%	-$3.58K	0.26%	80
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 $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

Invera Wealth Advisors's IWR Position: Q2 2026 in Review

Invera Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.77% in Q2 2026, selling an estimated $3.58K and leaving 4,364 shares worth $481K. The position accounts for 0.26% of the portfolio, ranked #80.

Invera Wealth Advisors first reported a position in IWR in Q4 2023 and has held it in 7 quarters since. 1,594 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Invera Wealth Advisors held 4,364 shares of iShares Russell Mid-Cap ETF worth $481K as of Q2 2026.
Invera Wealth Advisors sold 34 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.58K.
iShares Russell Mid-Cap ETF made up 0.26% of Invera Wealth Advisors's portfolio in Q2 2026, its #80 holding.
Invera Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
1,594 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Invera Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.