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 Q2	$749K	Buy	6,794 +1	+0%	+$105	0.16%	101
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 $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

Investment Advisory Group's IWR Position: Q2 2026 in Review

Investment Advisory Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.01% in Q2 2026, buying an estimated $105 and bringing the position to 6,794 shares worth $749K. The position accounts for 0.16% of the portfolio, ranked #101.

Investment Advisory Group first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $795K in Q2 2025. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Investment Advisory Group held 6,794 shares of iShares Russell Mid-Cap ETF worth $749K as of Q2 2026.
Investment Advisory Group bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up 0.16% of Investment Advisory Group's portfolio in Q2 2026, its #101 holding.
Investment Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Investment Advisory Group's iShares Russell Mid-Cap ETF position peaked at $795K in Q2 2025.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Investment Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.