Kestra Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Kestra Advisory Services's IWR Position: Q2 2026 in Review
Kestra Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.2% in Q2 2026, selling an estimated $3.01M and leaving 283,575 shares worth $31.3M. The position accounts for 0.1% of the portfolio, ranked #210.
Kestra Advisory Services first reported a position in IWR in Q3 2020 and has held it in 24 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Kestra Advisory Services held 283,575 shares of iShares Russell Mid-Cap ETF worth $31.3M as of Q2 2026.
- Kestra Advisory Services sold 28,645 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.01M.
- iShares Russell Mid-Cap ETF made up 0.1% of Kestra Advisory Services's portfolio in Q2 2026, its #210 holding.
- Kestra Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.