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

Morling Financial 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	–	Sell	-600	Closed	-$57.8K	–	111
2025 Q4	$57.8K	Sell	600 -101	-14%	-$9.71K	0.02%	85
2025 Q3	$67.7K	Buy	701 +101	+17%	+$9.57K	0.02%	82
2025 Q2	$55.2K	Hold	600	–	–	0.02%	83
2025 Q1	$51K	Sell	600 -12	-2%	-$1.07K	0.02%	101
2024 Q4	$54.1K	Hold	612	–	–	0.02%	92
2024 Q3	$53.9K	Hold	612	–	–	0.02%	82
2024 Q2	$49.6K	Hold	612	–	–	0.02%	73
2024 Q1	$51.5K	Hold	612	–	–	0.03%	83
2023 Q4	$47.6K	Hold	612	–	–	0.04%	67
2023 Q3	$42.4K	Hold	612	–	–	0.04%	63
2023 Q2	$44.7K	Hold	612	–	–	0.04%	64
2023 Q1	$42.8K	Buy	+612	New	+$43.2K	0.05%	68

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

Morling Financial Advisors's IWR Position: Q1 2026 in Review

Morling Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 600 shares — an estimated $57.8K sold.

Morling Financial Advisors first reported a position in IWR in Q1 2023 and held it in 12 quarters. The position peaked at $67.7K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Morling Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
Morling Financial Advisors sold 600 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $57.8K.
Morling Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and held it in 12 quarters.
Morling Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $67.7K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Morling Financial Advisors's 13F filing for Q1 2026, filed 6 May 2026.