Paces Ferry Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Paces Ferry 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	$976K	Sell	8,846 -76	-0.9%	-$7.99K	0.36%	42
2026 Q1	$868K	Buy	8,922 +10	+0.1%	+$999	0.36%	43
2025 Q4	$858K	Buy	8,912 +15	+0.2%	+$1.44K	0.35%	45
2025 Q3	$859K	Buy	8,897 +13	+0.1%	+$1.23K	0.36%	44
2025 Q2	$817K	Buy	8,884 +11	+0.1%	+$950	0.38%	46
2025 Q1	$755K	Sell	8,873 -74	-0.8%	-$6.6K	0.38%	46
2024 Q4	$791K	Sell	8,947 -1,199	-12%	-$109K	0.38%	47
2024 Q3	$894K	Sell	10,146 -8	-0.1%	-$674	0.51%	42
2024 Q2	$823K	Sell	10,154 -16	-0.2%	-$1.3K	0.5%	43
2024 Q1	$855K	Sell	10,170 -2,307	-18%	-$183K	0.55%	40
2023 Q4	$970K	Sell	12,477 -156	-1%	-$11.1K	0.67%	37
2023 Q3	$875K	Sell	12,633 -1,436	-10%	-$105K	0.69%	37
2023 Q2	$1.03M	Buy	14,069 +262	+2%	+$18.2K	0.77%	35
2023 Q1	$965K	Sell	13,807 -591	-4%	-$41.7K	0.78%	35
2022 Q4	$971K	Buy	14,398 +30	+0.2%	+$2.02K	0.95%	28
2022 Q3	$893K	Hold	14,368	–	–	0.98%	27
2022 Q2	$929K	Buy	14,368 +30	+0.2%	+$2.14K	0.91%	29
2022 Q1	$1.12M	Sell	14,338 -305	-2%	-$23.5K	0.89%	30
2021 Q4	$1.22M	Sell	14,643 -1,276	-8%	-$105K	0.87%	30
2021 Q3	$1.25M	Sell	15,919 -557	-3%	-$44.6K	0.99%	28
2021 Q2	$1.31M	Sell	16,476 -766	-4%	-$59.4K	1%	29
2021 Q1	$1.27M	Sell	17,242 -1,233	-7%	-$89.1K	1.11%	26
2020 Q4	$1.27M	Sell	18,475 -514	-3%	-$32.7K	1.16%	24
2020 Q3	$1.09M	Buy	+18,989	New	+$1.08M	0.95%	26

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

Paces Ferry Wealth Advisors's IWR Position: Q2 2026 in Review

Paces Ferry Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.85% in Q2 2026, selling an estimated $7.99K and leaving 8,846 shares worth $976K. The position accounts for 0.36% of the portfolio, ranked #42.

Paces Ferry Wealth Advisors first reported a position in IWR in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.31M in Q2 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Paces Ferry Wealth Advisors held 8,846 shares of iShares Russell Mid-Cap ETF worth $976K as of Q2 2026.
Paces Ferry Wealth Advisors sold 76 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $7.99K.
iShares Russell Mid-Cap ETF made up 0.36% of Paces Ferry Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Paces Ferry Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
Paces Ferry Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $1.31M in Q2 2021.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Paces Ferry Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.