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

Midland 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	$974K	Sell	8,826 -675	-7%	-$71K	0.05%	74
2026 Q1	$924K	Sell	9,501 -126	-1%	-$12.6K	0.05%	74
2025 Q4	$927K	Sell	9,627 -4	-0%	-$385	0.05%	75
2025 Q3	$930K	Sell	9,631 -207	-2%	-$19.6K	0.05%	81
2025 Q2	$905K	Buy	9,838 +1,119	+13%	+$96.7K	0.05%	78
2025 Q1	$742K	Sell	8,719 -6,743	-44%	-$601K	0.04%	96
2024 Q4	$1.37M	Buy	15,462 +1,189	+8%	+$108K	0.08%	68
2024 Q3	$1.26M	Buy	+14,273	New	+$1.2M	0.07%	73

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

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

Midland Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q2 2026, selling an estimated $71K and leaving 8,826 shares worth $974K. The position accounts for 0.05% of the portfolio, ranked #74.

Midland Wealth Advisors first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.37M in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Midland Wealth Advisors held 8,826 shares of iShares Russell Mid-Cap ETF worth $974K as of Q2 2026.
Midland Wealth Advisors sold 675 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $71K.
iShares Russell Mid-Cap ETF made up 0.05% of Midland Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Midland Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Midland Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.37M in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.