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

McGuire Capital 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 		$4.96K Hold
45
– – ﹤0.01% 571
2026
Q1 		$4.38K Hold
45
– – ﹤0.01% 536
2025
Q4 		$4.33K Buy
+45
New +$4.33K ﹤0.01% 552

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McGuire Capital Advisors's IWR Position: Q2 2026 in Review

McGuire Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 45 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

McGuire Capital Advisors first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • McGuire Capital Advisors held 45 shares of iShares Russell Mid-Cap ETF worth $4.96K as of Q2 2026.
  • McGuire Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #571 holding.
  • McGuire Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.