Mason Investment Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mason Investment 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	$278K	Sell	2,524 -1,764	-41%	-$186K	0.01%	70
2026 Q1	$417K	Buy	4,288 +1	+0%	+$100	0.02%	52
2025 Q4	$413K	Buy	4,287 +2	+0%	+$192	0.02%	51
2025 Q3	$414K	Buy	4,285 +1,766	+70%	+$167K	0.02%	55
2025 Q2	$232K	Buy	2,519 +1	+0%	+$86	0.01%	72
2025 Q1	$214K	Sell	2,518 -178	-7%	-$15.9K	0.01%	74
2024 Q4	$238K	Buy	2,696 +2	+0.1%	+$182	0.01%	66
2024 Q3	$237K	Buy	2,694 +1	+0%	+$84	0.01%	68
2024 Q2	$218K	Buy	2,693 +37	+1%	+$3.01K	0.01%	68
2024 Q1	$223K	Hold	2,656	–	–	0.02%	62
2023 Q4	$206K	Buy	+2,656	New	+$189K	0.02%	62
2022 Q2	–	Sell	-2,656	Closed	-$207K	–	95
2022 Q1	$207K	Hold	2,656	–	–	0.02%	94
2021 Q4	$220K	Hold	2,656	–	–	0.02%	99
2021 Q3	$208K	Hold	2,656	–	–	0.02%	93
2021 Q2	$210K	Buy	+2,656	New	+$206K	0.02%	92

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

Mason Investment Advisory Services's IWR Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 41% in Q2 2026, selling an estimated $186K and leaving 2,524 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #70.

Mason Investment Advisory Services first reported a position in IWR in Q2 2021 and has held it in 15 quarters since. The position peaked at $417K in Q1 2026. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mason Investment Advisory Services held 2,524 shares of iShares Russell Mid-Cap ETF worth $278K as of Q2 2026.
Mason Investment Advisory Services sold 1,764 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $186K.
iShares Russell Mid-Cap ETF made up 0.01% of Mason Investment Advisory Services's portfolio in Q2 2026, its #70 holding.
Mason Investment Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 15 quarters since.
Mason Investment Advisory Services's iShares Russell Mid-Cap ETF position peaked at $417K in Q1 2026.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.