Main Line Retirement Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Main Line Retirement 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	$346K	Buy	3,134 +9	+0.3%	+$947	0.16%	37
2026 Q1	$304K	Buy	3,125 +8	+0.3%	+$799	0.15%	38
2025 Q4	$300K	Buy	3,117 +13	+0.4%	+$1.25K	0.15%	35
2025 Q3	$300K	Buy	3,104 +10	+0.3%	+$948	0.15%	35
2025 Q2	$285K	Buy	3,094 +9	+0.3%	+$777	0.16%	35
2025 Q1	$262K	Buy	3,085 +10	+0.3%	+$892	0.17%	35
2024 Q4	$272K	Buy	3,075 +11	+0.4%	+$998	0.18%	34
2024 Q3	$270K	Buy	3,064 +13	+0.4%	+$1.09K	0.19%	31
2024 Q2	$247K	Buy	3,051 +8	+0.3%	+$651	0.19%	31
2024 Q1	$256K	Buy	3,043 +8	+0.3%	+$634	0.2%	31
2023 Q4	$236K	Buy	+3,035	New	+$216K	0.21%	32
2023 Q2	$220K	Buy	+3,008	New	+$209K	0.21%	28

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

Main Line Retirement Advisors's IWR Position: Q2 2026 in Review

Main Line Retirement Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.29% in Q2 2026, buying an estimated $947 and bringing the position to 3,134 shares worth $346K. The position accounts for 0.16% of the portfolio, ranked #37.

Main Line Retirement Advisors first reported a position in IWR in Q2 2023 and has held it in 12 quarters since. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Main Line Retirement Advisors held 3,134 shares of iShares Russell Mid-Cap ETF worth $346K as of Q2 2026.
Main Line Retirement Advisors bought 9 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $947.
iShares Russell Mid-Cap ETF made up 0.16% of Main Line Retirement Advisors's portfolio in Q2 2026, its #37 holding.
Main Line Retirement Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.