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

MONECO 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	$955K	Sell	9,818 -2,378	-19%	-$238K	0.07%	223
2025 Q4	$1.17M	Buy	12,196 +142	+1%	+$13.7K	0.09%	188
2025 Q3	$1.16M	Sell	12,054 -1,350	-10%	-$128K	0.1%	184
2025 Q2	$1.23M	Sell	13,404 -600	-4%	-$51.8K	0.11%	174
2025 Q1	$1.19M	Sell	14,004 -959	-6%	-$85.5K	0.12%	162
2024 Q4	$1.32M	Buy	14,963 +596	+4%	+$54.1K	0.14%	150
2024 Q3	$1.27M	Sell	14,367 -177	-1%	-$14.9K	0.16%	134
2024 Q2	$1.18M	Sell	14,544 -574	-4%	-$46.7K	0.17%	130
2024 Q1	$1.27M	Sell	15,118 -1,214	-7%	-$96.2K	0.2%	124
2023 Q4	$1.27M	Buy	16,332 +1,155	+8%	+$82.1K	0.24%	107
2023 Q3	$1.05M	Sell	15,177 -308	-2%	-$22.5K	0.29%	90
2023 Q2	$1.13M	Sell	15,485 -964	-6%	-$67.1K	0.31%	84
2023 Q1	$1.15M	Sell	16,449 -1,297	-7%	-$91.6K	0.34%	73
2022 Q4	$1.2M	Sell	17,746 -229	-1%	-$15.4K	0.43%	53
2022 Q3	$1.12M	Sell	17,975 -2,194	-11%	-$151K	0.45%	55
2022 Q2	$1.3M	Sell	20,169 -144	-0.7%	-$10.3K	0.51%	47
2022 Q1	$1.58M	Sell	20,313 -21	-0.1%	-$1.62K	0.58%	38
2021 Q4	$1.55M	Buy	20,334 +74	+0.4%	+$6.07K	0.58%	39
2021 Q3	$1.58M	Buy	20,260 +7,919	+64%	+$634K	0.63%	36
2021 Q2	$978K	Buy	12,341 +4,597	+59%	+$357K	0.45%	55
2021 Q1	$573K	Buy	7,744 +2,025	+35%	+$146K	0.28%	90
2020 Q4	$406K	Buy	5,719 +375	+7%	+$23.9K	0.22%	103
2020 Q3	$307K	Sell	5,344 -218	-4%	-$12.4K	0.2%	111
2020 Q2	$298K	Sell	5,562 -665	-11%	-$33.3K	0.23%	100
2020 Q1	$269K	Sell	6,227 -3,735	-37%	-$206K	0.28%	92
2019 Q4	$610K	Sell	9,962 -9	-0.1%	-$517	0.43%	57
2019 Q3	$558K	Sell	9,971 -323	-3%	-$18.1K	0.43%	54
2019 Q2	$575K	Sell	10,294 -84	-0.8%	-$4.61K	0.46%	49
2019 Q1	$560K	Buy	10,378 +947	+10%	+$49.1K	0.45%	51
2018 Q4	$438K	Buy	+9,431	New	+$476K	0.51%	44

Other funds holding IWR

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MONECO Advisors's IWR Position: Q1 2026 in Review

MONECO Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 19% in Q1 2026, selling an estimated $238K and leaving 9,818 shares worth $955K. The position accounts for 0.07% of the portfolio, ranked #223.

MONECO Advisors first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.58M in Q1 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

MONECO Advisors held 9,818 shares of iShares Russell Mid-Cap ETF worth $955K as of Q1 2026.
MONECO Advisors sold 2,378 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $238K.
iShares Russell Mid-Cap ETF made up 0.07% of MONECO Advisors's portfolio in Q1 2026, its #223 holding.
MONECO Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
MONECO Advisors's iShares Russell Mid-Cap ETF position peaked at $1.58M in Q1 2022.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.