J.W. Cole Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

J.W. Cole 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	$3.9M	Buy	+35,382	New	+$3.72M	0.07%	302
2026 Q1	–	Sell	-36,726	Closed	-$3.06M	–	1128
2025 Q4	$3.06M	Sell	36,726 -753	-2%	-$72.4K	0.07%	265
2025 Q3	$3.62M	Buy	37,479 +1,824	+5%	+$173K	0.07%	276
2025 Q2	$3.28M	Buy	35,655 +5,907	+20%	+$510K	0.07%	268
2025 Q1	$2.53M	Buy	29,748 +1	+0%	+$89	0.08%	258
2024 Q4	$2.63M	Sell	29,747 -2,506	-8%	-$227K	0.11%	189
2024 Q3	$2.84M	Sell	32,253 -1,605	-5%	-$135K	0.12%	175
2024 Q2	$2.75M	Sell	33,858 -665	-2%	-$54.1K	0.13%	164
2024 Q1	$2.9M	Buy	34,523 +1,120	+3%	+$88.8K	0.15%	153
2023 Q4	$2.6M	Buy	33,403 +1,375	+4%	+$97.7K	0.15%	159
2023 Q3	$2.22M	Buy	32,028 +98	+0.3%	+$7.15K	0.16%	151
2023 Q2	$2.33M	Buy	31,930 +788	+3%	+$54.8K	0.17%	147
2023 Q1	$2.18M	Buy	31,142 +96	+0.3%	+$6.78K	0.16%	152
2022 Q4	$2.09M	Buy	31,046 +3,907	+14%	+$263K	0.16%	148
2022 Q3	$1.69M	Buy	27,139 +779	+3%	+$53.6K	0.14%	175
2022 Q2	$1.7M	Buy	26,360 +1,166	+5%	+$83K	0.14%	176
2022 Q1	$1.97M	Buy	25,194 +3,922	+18%	+$302K	0.13%	180
2021 Q4	$1.77M	Buy	+21,272	New	+$1.75M	0.12%	197
2021 Q3	–	Sell	-19,294	Closed	-$1.53M	–	618
2021 Q2	$1.53M	Sell	19,294 -51	-0.3%	-$3.96K	0.12%	200
2021 Q1	$1.43M	Sell	19,345 -954	-5%	-$69K	0.14%	187
2020 Q4	$1.39M	Buy	20,299 +10,914	+116%	+$695K	0.14%	170
2020 Q3	$538K	Sell	9,385 -8,893	-49%	-$506K	0.04%	403
2020 Q2	$980K	Buy	+18,278	New	+$916K	0.15%	164
2020 Q1	–	Sell	-18,627	Closed	-$1.11M	–	311
2019 Q4	$1.11M	Buy	+18,627	New	+$1.07M	0.14%	173

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

J.W. Cole Advisors's IWR Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 35,382 shares worth $3.9M. The stake represents 0.07% of the portfolio and ranks #302 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in IWR as recently as Q4 2025.

J.W. Cole Advisors first reported a position in IWR in Q4 2019 and has held it in 24 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

J.W. Cole Advisors held 35,382 shares of iShares Russell Mid-Cap ETF worth $3.9M as of Q2 2026.
iShares Russell Mid-Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #302 holding.
J.W. Cole Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 24 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.