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

Level Four 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 Q2	$6.89M	Sell	62,488 -1,023	-2%	-$108K	0.19%	136
2026 Q1	$6.18M	Buy	63,511 +811	+1%	+$81K	0.2%	144
2025 Q4	$6.04M	Buy	62,700 +5,393	+9%	+$519K	0.2%	138
2025 Q3	$5.53M	Sell	57,307 -48	-0.1%	-$4.55K	0.19%	149
2025 Q2	$5.27M	Buy	57,355 +23	+0%	+$1.99K	0.19%	149
2025 Q1	$4.88M	Sell	57,332 -632	-1%	-$56.4K	0.2%	151
2024 Q4	$5.12M	Buy	57,964 +2,072	+4%	+$188K	0.21%	133
2024 Q3	$4.9M	Sell	55,892 -1	-0%	-$84	0.21%	144
2024 Q2	$4.53M	Sell	55,893 -509	-0.9%	-$41.4K	0.2%	140
2024 Q1	$4.38M	Hold	56,402	–	–	0.24%	111
2023 Q4	$4.38M	Sell	56,402 -4,595	-8%	-$326K	0.25%	111
2023 Q3	$4.22M	Sell	60,997 -11,585	-16%	-$845K	0.27%	95
2023 Q2	$5.3M	Buy	72,582 +175	+0.2%	+$12.2K	0.32%	70
2023 Q1	$5.06M	Buy	72,407 +418	+0.6%	+$29.5K	0.33%	60
2022 Q4	$4.86M	Buy	71,989 +3,128	+5%	+$211K	0.36%	64
2022 Q3	$4.28M	Sell	68,861 -213	-0.3%	-$14.7K	0.42%	55
2022 Q2	$4.47M	Hold	69,074	–	–	0.42%	59
2022 Q1	$5.39M	Sell	69,074 -995	-1%	-$76.6K	0.42%	54
2021 Q4	$5.82M	Sell	70,069 -83	-0.1%	-$6.81K	0.44%	50
2021 Q3	$5.49M	Buy	70,152 +12,113	+21%	+$970K	0.57%	38
2021 Q2	$4.6M	Sell	58,039 -136	-0.2%	-$10.6K	0.32%	69
2021 Q1	$4.3M	Sell	58,175 -18,459	-24%	-$1.33M	0.33%	69
2020 Q4	$5.25M	Buy	76,634 +306	+0.4%	+$19.5K	0.42%	52
2020 Q3	$4.38M	Buy	76,328 +553	+0.7%	+$31.5K	0.34%	67
2020 Q2	$4.06M	Buy	75,775 +802	+1%	+$40.2K	0.31%	75
2020 Q1	$3.23M	Sell	74,973 -865	-1%	-$47.6K	0.39%	55
2019 Q4	$4.53M	Sell	75,838 -4,085	-5%	-$235K	0.18%	150
2019 Q3	$4.47M	Buy	79,923 +4,442	+6%	+$248K	0.46%	44
2019 Q2	$4.22M	Sell	75,481 -1,226	-2%	-$67.3K	0.43%	50
2019 Q1	$4.14M	Buy	76,707 +1,245	+2%	+$64.5K	0.46%	51
2018 Q4	$3.51M	Buy	75,462 +754	+1%	+$38K	0.44%	56
2018 Q3	$4.12M	Sell	74,708 -2,432	-3%	-$133K	0.45%	52
2018 Q2	$4.09M	Sell	77,140 -176	-0.2%	-$9.27K	0.3%	80
2018 Q1	$3.99M	Buy	77,316 +684	+0.9%	+$36K	0.31%	76
2017 Q4	$3.99M	Buy	76,632 +2,064	+3%	+$105K	0.31%	74
2017 Q3	$3.67M	Buy	74,568 +1,420	+2%	+$68.5K	0.33%	69
2017 Q2	$3.39M	Sell	73,148 -684	-0.9%	-$32.4K	0.52%	43
2017 Q1	$3.42M	Sell	73,832 -12	-0%	-$556	0.35%	65
2016 Q4	$3.3M	Buy	+73,844	New	+$3.23M	0.42%	46

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

Level Four Advisory Services's IWR Position: Q2 2026 in Review

Level Four Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, selling an estimated $108K and leaving 62,488 shares worth $6.89M. The position accounts for 0.19% of the portfolio, ranked #136.

Level Four Advisory Services first reported a position in IWR in Q4 2016 and has held it in 39 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Level Four Advisory Services held 62,488 shares of iShares Russell Mid-Cap ETF worth $6.89M as of Q2 2026.
Level Four Advisory Services sold 1,023 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $108K.
iShares Russell Mid-Cap ETF made up 0.19% of Level Four Advisory Services's portfolio in Q2 2026, its #136 holding.
Level Four Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 39 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.