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

Moss Adams 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	$736K	Sell	6,675 -54	-0.8%	-$5.68K	0.05%	116
2026 Q1	$654K	Sell	6,729 -57	-0.8%	-$5.69K	0.05%	117
2025 Q4	$653K	Hold	6,786	–	–	0.05%	110
2025 Q3	$655K	Hold	6,786	–	–	0.05%	111
2025 Q2	$624K	Sell	6,786 -52	-0.8%	-$4.49K	0.06%	115
2025 Q1	$582K	Sell	6,838 -200	-3%	-$17.8K	0.06%	102
2024 Q4	$622K	Hold	7,038	–	–	0.07%	88
2024 Q3	$620K	Buy	7,038 +1,223	+21%	+$103K	0.07%	83
2024 Q2	$471K	Hold	5,815	–	–	0.07%	84
2024 Q1	$489K	Buy	+5,815	New	+$461K	0.08%	76
2023 Q4	–	Sell	-240	Closed	-$17K	–	151
2023 Q3	$17K	Hold	240	–	–	0.01%	136
2023 Q2	$17.5K	Sell	240 -812	-77%	-$56.5K	0.01%	122
2023 Q1	$73.6K	Buy	1,052 +672	+177%	+$47.4K	0.03%	106
2022 Q4	$25.6K	Buy	+380	New	+$25.6K	0.01%	136

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Moss Adams Wealth Advisors's IWR Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.8% in Q2 2026, selling an estimated $5.68K and leaving 6,675 shares worth $736K. The position accounts for 0.05% of the portfolio, ranked #116.

Moss Adams Wealth Advisors first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 609 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Moss Adams Wealth Advisors held 6,675 shares of iShares Russell Mid-Cap ETF worth $736K as of Q2 2026.
Moss Adams Wealth Advisors sold 54 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.68K.
iShares Russell Mid-Cap ETF made up 0.05% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Moss Adams Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
609 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.