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Kestra Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kestra Advisory Services’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 		$30.4M Buy
312,220
+58,854
+23% +$5.88M 0.11% 173
2025
Q4 		$24.4M Sell
253,366
-8,482
-3% -$816K 0.1% 208
2025
Q3 		$25.3M Sell
261,848
-28,869
-10% -$2.74M 0.12% 178
2025
Q2 		$26.7M Buy
290,717
+58,963
+25% +$5.09M 0.13% 140
2025
Q1 		$19.7M Buy
231,754
+38,514
+20% +$3.44M 0.1% 181
2024
Q4 		$17.1M Buy
193,240
+36,750
+23% +$3.34M 0.09% 219
2024
Q3 		$13.8M Sell
156,490
-19,837
-11% -$1.67M 0.08% 280
2024
Q2 		$12.7M Buy
176,327
+12,578
+8% +$1.02M 0.07% 296
2024
Q1 		$13.8M Sell
163,749
-164,265
-50% -$13M 0.09% 236
2023
Q4 		$25.5M Buy
328,014
+13,415
+4% +$953K 0.21% 98
2023
Q3 		$21.8M Buy
314,599
+18,315
+6% +$1.34M 0.21% 98
2023
Q2 		$21.6M Sell
296,284
-12,003
-4% -$835K 0.22% 101
2023
Q1 		$21.6M Sell
308,287
-27,450
-8% -$1.94M 0.23% 93
2022
Q4 		$22.6M Sell
335,737
-12,260
-4% -$827K 0.2% 107
2022
Q3 		$21.6M Buy
347,997
+21,870
+7% +$1.5M 0.23% 94
2022
Q2 		$21.1M Buy
326,127
+9,592
+3% +$683K 0.22% 101
2022
Q1 		$24.7M Buy
316,535
+10,197
+3% +$785K 0.26% 76
2021
Q4 		$25.4M Buy
306,338
+3,119
+1% +$256K 0.26% 78
2021
Q3 		$23.7M Buy
303,219
+21,605
+8% +$1.73M 0.24% 95
2021
Q2 		$22.3M Buy
281,614
+55,250
+24% +$4.29M 0.25% 84
2021
Q1 		$16.7M Sell
226,364
-75,679
-25% -$5.47M 0.21% 111
2020
Q4 		$20.7M Buy
302,043
+94,897
+46% +$6.04M 0.24% 92
2020
Q3 		$11.9M Buy
+207,146
New +$11.8M 0.22% 115

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services's IWR Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 23% in Q1 2026, buying an estimated $5.88M and bringing the position to 312,220 shares worth $30.4M. The position accounts for 0.11% of the portfolio, ranked #173.

Kestra Advisory Services first reported a position in IWR in Q3 2020 and has held it in 23 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Kestra Advisory Services held 312,220 shares of iShares Russell Mid-Cap ETF worth $30.4M as of Q1 2026.
  • Kestra Advisory Services bought 58,854 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.88M.
  • iShares Russell Mid-Cap ETF made up 0.11% of Kestra Advisory Services's portfolio in Q1 2026, its #173 holding.
  • Kestra Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.