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

MBA 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 Q1	$1.4M	Sell	14,412 -236	-2%	-$23.6K	0.54%	40
2025 Q4	$1.41M	Hold	14,648	–	–	0.57%	38
2025 Q3	$1.41M	Sell	14,648 -300	-2%	-$28.4K	0.6%	35
2025 Q2	$1.37M	Sell	14,948 -865	-5%	-$74.7K	0.63%	34
2025 Q1	$1.35M	Sell	15,813 -215	-1%	-$19.2K	0.67%	34
2024 Q4	$1.42M	Sell	16,028 -4,965	-24%	-$451K	0.72%	34
2024 Q3	$1.85M	Sell	20,993 -100	-0.5%	-$8.43K	0.89%	30
2024 Q2	$1.71M	Sell	21,093 -1,200	-5%	-$97.7K	0.87%	31
2024 Q1	$1.87M	Sell	22,293 -147	-0.7%	-$11.6K	0.97%	29
2023 Q4	$1.74M	Sell	22,440 -300	-1%	-$21.3K	0.97%	28
2023 Q3	$1.57M	Sell	22,740 -500	-2%	-$36.5K	0.97%	28
2023 Q2	$1.7M	Sell	23,240 -1,013	-4%	-$70.5K	1.01%	28
2023 Q1	$1.7M	Sell	24,253 -1,017	-4%	-$71.8K	1.06%	28
2022 Q4	$1.7M	Sell	25,270 -173	-0.7%	-$11.7K	1.12%	28
2022 Q3	$1.58M	Hold	25,443	–	–	1.14%	28
2022 Q2	$1.65M	Sell	25,443 -250	-1%	-$17.8K	1.13%	27
2022 Q1	$2M	Sell	25,693 -300	-1%	-$23.1K	1.24%	24
2021 Q4	$2.16M	Buy	25,993 +3,800	+17%	+$312K	1.34%	22
2021 Q3	$1.74M	Sell	22,193 -409	-2%	-$32.8K	1.28%	23
2021 Q2	$1.79K	Sell	22,602 -100	-0.4%	-$7.76K	0.83%	22
2021 Q1	$1.68K	Buy	+22,702	New	+$1.64M	0.92%	21

Other funds holding IWR

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return