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

Medallion Wealth 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	$181K	Buy	1,645 +225	+16%	+$23.7K	0.06%	251
2026 Q1	$138K	Hold	1,420	–	–	0.05%	302
2025 Q4	$137K	Hold	1,420	–	–	0.05%	298
2025 Q3	$137K	Hold	1,420	–	–	0.05%	290
2025 Q2	$132K	Hold	1,420	–	–	0.05%	301
2025 Q1	$121K	Hold	1,420	–	–	0.06%	274
2024 Q4	$126K	Buy	+1,420	New	+$129K	0.06%	259

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

Medallion Wealth Advisors's IWR Position: Q2 2026 in Review

Medallion Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,645 shares worth $181K. The position accounts for 0.06% of the portfolio, ranked #251.

Medallion Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Medallion Wealth Advisors held 1,645 shares of iShares Russell Mid-Cap ETF worth $181K as of Q2 2026.
Medallion Wealth Advisors bought 225 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $23.7K.
iShares Russell Mid-Cap ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #251 holding.
Medallion Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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