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 Q2	$1.59M	Hold	14,412	–	–	0.54%	35
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	0.71%	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	$1.79M	Sell	22,602 -100	-0.4%	-$7.76K	0.83%	22
2021 Q1	$1.68M	Buy	+22,702	New	+$1.64M	0.92%	21

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

MBA Advisors's IWR Position: Q2 2026 in Review

MBA Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 14,412 shares worth $1.59M. The position accounts for 0.54% of the portfolio, ranked #35.

MBA Advisors first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.16M in Q4 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

MBA Advisors held 14,412 shares of iShares Russell Mid-Cap ETF worth $1.59M as of Q2 2026.
MBA Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.54% of MBA Advisors's portfolio in Q2 2026, its #35 holding.
MBA Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
MBA Advisors's iShares Russell Mid-Cap ETF position peaked at $2.16M in Q4 2021.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.