Laurel Wealth Advisors (North Carolina)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	$231K	Hold	2,094	–	–	0.02%	191
2026 Q1	$220K	Hold	2,094	–	–	0.02%	186
2025 Q4	$202K	Buy	+2,094	New	+$201K	0.03%	190
2025 Q2	–	Sell	-2,094	Closed	-$178K	–	438
2025 Q1	$178K	Buy	2,094 +78	+4%	+$6.96K	0.03%	183
2024 Q4	$178K	Hold	2,016	–	–	0.03%	183
2024 Q3	$178K	Hold	2,016	–	–	0.03%	187
2024 Q2	$163K	Hold	2,016	–	–	0.03%	186
2024 Q1	$170K	Hold	2,016	–	–	0.03%	191
2023 Q4	$157K	Hold	2,016	–	–	0.03%	188
2023 Q3	$140K	Hold	2,016	–	–	0.03%	189
2023 Q2	$147K	Hold	2,016	–	–	0.03%	189
2023 Q1	$141K	Hold	2,016	–	–	0.03%	193
2022 Q4	$136K	Hold	2,016	–	–	0.03%	184
2022 Q3	$125K	Hold	2,016	–	–	0.03%	188
2022 Q2	$130K	Hold	2,016	–	–	0.03%	189
2022 Q1	$157K	Hold	2,016	–	–	0.03%	190
2021 Q4	$167K	Hold	2,016	–	–	0.03%	179
2021 Q3	$158K	Sell	2,016 -200	-9%	-$16K	0.03%	182
2021 Q2	$176K	Hold	2,216	–	–	0.04%	178
2021 Q1	$164K	Hold	2,216	–	–	0.04%	170
2020 Q4	$152K	Hold	2,216	–	–	0.04%	164
2020 Q3	$127K	Hold	2,216	–	–	0.04%	167
2020 Q2	$119K	Hold	2,216	–	–	0.04%	165
2020 Q1	$96K	Hold	2,216	–	–	0.04%	167
2019 Q4	$132K	Hold	2,216	–	–	0.04%	165
2019 Q3	$124K	Hold	2,216	–	–	0.04%	166
2019 Q2	$124K	Hold	2,216	–	–	0.04%	163
2019 Q1	$120K	Hold	2,216	–	–	0.04%	162
2018 Q4	$103K	Buy	+2,216	New	+$112K	0.04%	157

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

Laurel Wealth Advisors (North Carolina)'s IWR Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,094 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #191.

Laurel Wealth Advisors (North Carolina) first reported a position in IWR in Q4 2018 and has held it in 29 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Laurel Wealth Advisors (North Carolina) held 2,094 shares of iShares Russell Mid-Cap ETF worth $231K as of Q2 2026.
Laurel Wealth Advisors (North Carolina) left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #191 holding.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 29 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.