Kingswood Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kingswood Wealth 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	$820K	Sell	7,433 -27	-0.4%	-$2.84K	0.03%	461
2026 Q1	$725K	Buy	7,460 +381	+5%	+$38.1K	0.03%	451
2025 Q4	$682K	Buy	7,079 +2,966	+72%	+$285K	0.03%	436
2025 Q3	$397K	Buy	4,113 +484	+13%	+$45.9K	0.02%	545
2025 Q2	$334K	Buy	3,629 +84	+2%	+$7.26K	0.03%	537
2025 Q1	$302K	Sell	3,545 -728	-17%	-$64.9K	0.03%	543
2024 Q4	$378K	Buy	4,273 +1,228	+40%	+$111K	0.03%	527
2024 Q3	$268K	Sell	3,045 -588	-16%	-$49.5K	0.02%	605
2024 Q2	$295K	Buy	3,633 +565	+18%	+$46K	0.03%	525
2024 Q1	$258K	Sell	3,068 -90	-3%	-$7.13K	0.03%	530
2023 Q4	$245K	Sell	3,158 -904	-22%	-$64.2K	0.03%	529
2023 Q3	$281K	Buy	+4,062	New	+$296K	0.05%	334

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

Kingswood Wealth Advisors's IWR Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.36% in Q2 2026, selling an estimated $2.84K and leaving 7,433 shares worth $820K. The position accounts for 0.03% of the portfolio, ranked #461.

Kingswood Wealth Advisors first reported a position in IWR in Q3 2023 and has held it in 12 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Kingswood Wealth Advisors held 7,433 shares of iShares Russell Mid-Cap ETF worth $820K as of Q2 2026.
Kingswood Wealth Advisors sold 27 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.84K.
iShares Russell Mid-Cap ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #461 holding.
Kingswood Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.