New England Private Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

New England Private 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	$6.53M	Buy	59,712 +18	+0%	+$1.89K	0.63%	49
2026 Q1	$5.8M	Buy	59,694 +155	+0.3%	+$15.5K	0.67%	47
2025 Q4	$5.73M	Buy	59,539 +235	+0.4%	+$22.6K	0.71%	43
2025 Q3	$5.73M	Buy	59,304 +723	+1%	+$68.5K	0.75%	38
2025 Q2	$5.52M	Buy	58,581 +1,733	+3%	+$150K	0.81%	37
2025 Q1	$4.84M	Buy	56,848 +172	+0.3%	+$15.3K	0.75%	37
2024 Q4	$5.01M	Buy	56,676 +417	+0.7%	+$37.8K	0.79%	35
2024 Q3	$4.96M	Buy	56,259 +107	+0.2%	+$9.02K	0.8%	34
2024 Q2	$4.55M	Buy	56,152 +145	+0.3%	+$11.8K	0.79%	35
2024 Q1	$4.68M	Buy	56,007 +149	+0.3%	+$11.8K	0.82%	34
2023 Q4	$4.34M	Buy	55,858 +501	+0.9%	+$35.6K	0.8%	35
2023 Q3	$3.83M	Buy	55,357 +142	+0.3%	+$10.4K	0.8%	33
2023 Q2	$4.03M	Buy	55,215 +284	+0.5%	+$19.8K	0.81%	33
2023 Q1	$3.84M	Buy	54,931 +208	+0.4%	+$14.7K	0.78%	31
2022 Q4	$3.69M	Sell	54,723 -2,197	-4%	-$148K	0.78%	31
2022 Q3	$3.54M	Buy	56,920 +436	+0.8%	+$30K	0.83%	30
2022 Q2	$4.41M	Sell	56,484 -1	-0%	-$71	0.81%	29
2022 Q1	$4.41M	Buy	56,485 +156	+0.3%	+$12K	0.81%	29
2021 Q4	$4.68M	Buy	56,329 +2,080	+4%	+$171K	0.81%	30
2021 Q3	$4.24M	Buy	54,249 +162	+0.3%	+$13K	0.79%	28
2021 Q2	$4.29M	Buy	54,087 +120	+0.2%	+$9.31K	0.82%	27
2021 Q1	$3.99M	Buy	53,967 +127	+0.2%	+$9.18K	0.69%	34
2020 Q4	$3.69M	Buy	53,840 +5,352	+11%	+$341K	0.81%	26
2020 Q3	$2.78M	Buy	48,488 +188	+0.4%	+$10.7K	0.7%	28
2020 Q2	$2.59M	Buy	48,300 +144	+0.3%	+$7.22K	0.71%	30
2020 Q1	$2.08M	Sell	48,156 -760	-2%	-$41.8K	0.71%	30
2019 Q4	$2.92M	Buy	48,916 +213	+0.4%	+$12.2K	0.76%	29
2019 Q3	$2.73M	Buy	48,703 +178	+0.4%	+$9.95K	0.66%	32
2019 Q2	$2.71M	Buy	48,525 +165	+0.3%	+$9.05K	0.66%	32
2019 Q1	$2.61M	Buy	48,360 +163	+0.3%	+$8.44K	0.68%	31
2018 Q4	$2.24M	Buy	48,197 +1,529	+3%	+$77.1K	0.66%	33
2018 Q3	$2.57M	Buy	46,668 +192	+0.4%	+$10.5K	0.69%	28
2018 Q2	$2.46M	Hold	46,476	–	–	0.69%	30
2018 Q1	$2.4M	Buy	46,476 +156	+0.3%	+$8.22K	0.68%	32
2017 Q4	$2.41M	Buy	46,320 +204	+0.4%	+$10.4K	0.68%	32
2017 Q3	$2.27M	Buy	46,116 +384	+0.8%	+$18.5K	0.68%	32
2017 Q2	$2.2M	Hold	45,732	–	–	0.68%	32
2017 Q1	$2.13M	Buy	45,732 +152	+0.3%	+$7.05K	0.68%	32
2016 Q4	$2.04M	Buy	45,580 +264	+0.6%	+$11.5K	0.71%	29
2016 Q3	$1.98M	Sell	45,316 -152	-0.3%	-$6.59K	0.71%	32
2016 Q2	$1.91M	Hold	45,468	–	–	0.73%	30
2016 Q1	$1.85M	Buy	45,468 +208	+0.5%	+$7.91K	0.76%	31
2015 Q4	$1.81M	Buy	45,260 +392	+0.9%	+$16K	0.72%	33
2015 Q3	$1.75M	Sell	44,868 -2,832	-6%	-$117K	0.74%	32
2015 Q2	$2.03M	Hold	47,700	–	–	0.77%	33
2015 Q1	$2.06M	Buy	47,700 +3,136	+7%	+$133K	0.8%	30
2014 Q4	$1.86M	Buy	44,564 +12,200	+38%	+$495K	0.73%	32
2014 Q3	$1.28M	Hold	32,364	–	–	0.52%	40
2014 Q2	$1.31M	Hold	32,364	–	–	0.54%	40
2014 Q1	$1.25M	Hold	32,364	–	–	0.53%	38
2013 Q4	$1.21M	Hold	32,364	–	–	0.55%	38
2013 Q3	$1.13M	Hold	32,364	–	–	0.59%	36
2013 Q2	$1.05M	Buy	+32,364	New	+$1.05M	0.66%	31

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

New England Private Wealth Advisors's IWR Position: Q2 2026 in Review

New England Private Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q2 2026, buying an estimated $1.89K and bringing the position to 59,712 shares worth $6.53M. The position accounts for 0.63% of the portfolio, ranked #49.

New England Private Wealth Advisors first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

New England Private Wealth Advisors held 59,712 shares of iShares Russell Mid-Cap ETF worth $6.53M as of Q2 2026.
New England Private Wealth Advisors bought 18 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.89K.
iShares Russell Mid-Cap ETF made up 0.63% of New England Private Wealth Advisors's portfolio in Q2 2026, its #49 holding.
New England Private Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.