Northwest Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Northwest Wealth Advisors's IWR Position: Q2 2026 in Review
Northwest Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q2 2026, buying an estimated $101K and bringing the position to 39,833 shares worth $4.39M. The position accounts for 2.52% of the portfolio, ranked #14.
Northwest Wealth Advisors first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Northwest Wealth Advisors held 39,833 shares of iShares Russell Mid-Cap ETF worth $4.39M as of Q2 2026.
- Northwest Wealth Advisors bought 961 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $101K.
- iShares Russell Mid-Cap ETF made up 2.52% of Northwest Wealth Advisors's portfolio in Q2 2026, its #14 holding.
- Northwest Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Northwest Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.