N.E.W. Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
N.E.W. Advisory Services's IWR Position: Q2 2026 in Review
N.E.W. Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, buying an estimated $6K and bringing the position to 253 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #469.
N.E.W. Advisory Services first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $30.5K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- N.E.W. Advisory Services held 253 shares of iShares Russell Mid-Cap ETF worth $27.9K as of Q2 2026.
- N.E.W. Advisory Services bought 57 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6K.
- iShares Russell Mid-Cap ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #469 holding.
- N.E.W. Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
- N.E.W. Advisory Services's iShares Russell Mid-Cap ETF position peaked at $30.5K in Q1 2025.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.