Investment Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Investment Advisory Group’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	$661K	Sell	6,793 -1,030	-13%	-$103K	0.17%	97
2025 Q4	$753K	Sell	7,823 -20	-0.3%	-$1.92K	0.19%	91
2025 Q3	$757K	Sell	7,843 -799	-9%	-$75.7K	0.21%	85
2025 Q2	$795K	Hold	8,642	–	–	0.24%	79
2025 Q1	$735K	Buy	8,642 +44	+0.5%	+$3.92K	0.25%	81
2024 Q4	$760K	Sell	8,598 -54	-0.6%	-$4.9K	0.25%	76
2024 Q3	$763K	Buy	8,652 +144	+2%	+$12.1K	0.26%	74
2024 Q2	$690K	Sell	8,508 -113	-1%	-$9.2K	0.27%	72
2024 Q1	$725K	Sell	8,621 -515	-6%	-$40.8K	0.3%	68
2023 Q4	$710K	Sell	9,136 -13	-0.1%	-$924	0.33%	60
2023 Q3	$634K	Hold	9,149	–	–	0.33%	62
2023 Q2	$668K	Buy	9,149 +1	+0%	+$70	0.34%	60
2023 Q1	$640K	Hold	9,148	–	–	0.37%	56
2022 Q4	$617K	Buy	9,148 +171	+2%	+$11.5K	0.38%	54
2022 Q3	$558K	Buy	8,977 +531	+6%	+$36.5K	0.39%	54
2022 Q2	$546K	Hold	8,446	–	–	0.37%	57
2022 Q1	$656K	Hold	8,446	–	–	0.4%	53
2021 Q4	$659K	Buy	+8,446	New	+$693K	0.42%	49

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

Investment Advisory Group's IWR Position: Q1 2026 in Review

Investment Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q1 2026, selling an estimated $103K and leaving 6,793 shares worth $661K. The position accounts for 0.17% of the portfolio, ranked #97.

Investment Advisory Group first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $795K in Q2 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Investment Advisory Group held 6,793 shares of iShares Russell Mid-Cap ETF worth $661K as of Q1 2026.
Investment Advisory Group sold 1,030 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $103K.
iShares Russell Mid-Cap ETF made up 0.17% of Investment Advisory Group's portfolio in Q1 2026, its #97 holding.
Investment Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Investment Advisory Group's iShares Russell Mid-Cap ETF position peaked at $795K in Q2 2025.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.