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

Networth 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 		$4.54K Sell
41
-8
-16% -$841 ﹤0.01% 240
2026
Q1 		$4.76K Hold
49
– – ﹤0.01% 246
2025
Q4 		$4.72K Buy
+49
New +$4.71K ﹤0.01% 198

Other funds holding IWR

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
GAB
German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Networth Advisors's IWR Position: Q2 2026 in Review

Networth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q2 2026, selling an estimated $841 and leaving 41 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Networth Advisors first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.76K in Q1 2026. 1,012 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Networth Advisors held 41 shares of iShares Russell Mid-Cap ETF worth $4.54K as of Q2 2026.
  • Networth Advisors sold 8 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $841.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Networth Advisors's portfolio in Q2 2026, its #240 holding.
  • Networth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Networth Advisors's iShares Russell Mid-Cap ETF position peaked at $4.76K in Q1 2026.
  • 1,012 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Networth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.