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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$323K Sell
2,927
-267
-8% -$28.1K 0.01% 1148
2026
Q1
$311K Sell
3,194
-1,361
-30% -$136K 0.01% 1110
2025
Q4
$439K Buy
4,555
+378
+9% +$36.3K 0.01% 936
2025
Q3
$404K Buy
4,177
+727
+21% +$68.9K 0.01% 945
2025
Q2
$329K Buy
3,450
+607
+21% +$52.4K 0.01% 953
2025
Q1
$237K Sell
2,843
-295
-9% -$26.3K 0.01% 974
2024
Q4
$286K Sell
3,138
-101
-3% -$9.17K 0.01% 894
2024
Q3
$287K Sell
3,239
-4,509
-58% -$380K 0.01% 912
2024
Q2
$653K Sell
7,748
-525
-6% -$42.7K 0.02% 617
2024
Q1
$696K Sell
8,273
-231
-3% -$18.3K 0.02% 591
2023
Q4
$661K Sell
8,504
-111
-1% -$7.88K 0.02% 580
2023
Q3
$597K Buy
8,615
+351
+4% +$25.6K 0.02% 577
2023
Q2
$604K Sell
8,264
-860
-9% -$59.8K 0.02% 580
2023
Q1
$638K Sell
9,124
-161
-2% -$11.4K 0.03% 554
2022
Q4
$626K Buy
9,285
+53
+0.6% +$3.57K 0.03% 532
2022
Q3
$574K Sell
9,232
-651
-7% -$44.8K 0.03% 522
2022
Q2
$639K Buy
9,883
+4,842
+96% +$345K 0.04% 463
2022
Q1
$393K Sell
5,041
-1,969
-28% -$152K 0.02% 640
2021
Q4
$582K Sell
7,010
-63
-0.9% -$5.17K 0.03% 533
2021
Q3
$553K Sell
7,073
-3,935
-36% -$315K 0.03% 514
2021
Q2
$872K Buy
11,008
+1,949
+22% +$151K 0.05% 387
2021
Q1
$670K Buy
+9,059
New +$655K 0.05% 419
2019
Q2
Sell
-5,575
Closed -$301K 576
2019
Q1
$301K Buy
+5,575
New +$289K 0.04% 367

Other funds holding IWR

Mutual Advisors's IWR Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.4% in Q2 2026, selling an estimated $28.1K and leaving 2,927 shares worth $323K. The position accounts for 0.01% of the portfolio, ranked #1148.

Mutual Advisors first reported a position in IWR in Q1 2019 and has held it in 23 quarters since. The position peaked at $872K in Q2 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Mutual Advisors held 2,927 shares of iShares Russell Mid-Cap ETF worth $323K as of Q2 2026.
  • Mutual Advisors sold 267 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $28.1K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1148 holding.
  • Mutual Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 23 quarters since.
  • Mutual Advisors's iShares Russell Mid-Cap ETF position peaked at $872K in Q2 2021.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.