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Mount Yale Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mount Yale Investment 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 		$1.1M Buy
11,358
+1,708
+18% +$171K 0.03% 491
2025
Q4 		$929K Buy
+9,650
New +$928K 0.04% 327
2025
Q3 		– Sell
-1,082
Closed -$99.5K – 1142
2025
Q2 		$99.5K Buy
+1,082
New +$93.5K 0.01% 664
2022
Q4 		– Sell
-5,595
Closed -$348K – 477
2022
Q3 		$348K Sell
5,595
-143
-2% -$9.84K 0.05% 317
2022
Q2 		$371K Sell
5,738
-2,932
-34% -$209K 0.05% 319
2022
Q1 		$677K Buy
8,670
+480
+6% +$36.9K 0.07% 259
2021
Q4 		$680K Buy
8,190
+54
+0.7% +$4.43K 0.07% 251
2021
Q3 		$636K Hold
8,136
– – 0.07% 239
2021
Q2 		$645K Buy
8,136
+271
+3% +$21K 0.08% 234
2021
Q1 		$581K Buy
+7,865
New +$569K 0.08% 241
2020
Q2 		– Sell
-10,261
Closed -$443K – 350
2020
Q1 		$443K Sell
10,261
-2,461
-19% -$135K 0.1% 192
2019
Q4 		$752K Buy
12,722
+4,253
+50% +$244K 0.13% 140
2019
Q3 		$486K Hold
8,469
– – 0.09% 196
2019
Q2 		$463K Buy
8,469
+164
+2% +$9K 0.09% 200
2019
Q1 		$448K Buy
8,305
+892
+12% +$46.2K 0.08% 199
2018
Q4 		$387K Sell
7,413
-22,047
-75% -$1.11M 0.08% 223
2018
Q3 		$387K Buy
29,460
+21,340
+263% +$1.17M 0.07% 220
2018
Q2 		$431K Hold
8,120
– – 0.08% 197
2018
Q1 		$419K Buy
+8,120
New +$428K 0.09% 203

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mount Yale Investment Advisors's IWR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q1 2026, buying an estimated $171K and bringing the position to 11,358 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #491.

Mount Yale Investment Advisors first reported a position in IWR in Q1 2018 and has held it in 19 quarters since. 1,518 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Mount Yale Investment Advisors held 11,358 shares of iShares Russell Mid-Cap ETF worth $1.1M as of Q1 2026.
  • Mount Yale Investment Advisors bought 1,708 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $171K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #491 holding.
  • Mount Yale Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 19 quarters since.
  • 1,518 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.