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

Phoenix 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	$444K	Hold	4,028	–	–	0.15%	94
2026 Q1	$392K	Buy	4,028 +27	+0.7%	+$2.7K	0.15%	96
2025 Q4	$385K	Hold	4,001	–	–	0.15%	94
2025 Q3	$386K	Hold	4,001	–	–	0.15%	95
2025 Q2	$368K	Hold	4,001	–	–	0.15%	93
2025 Q1	$340K	Hold	4,001	–	–	0.15%	91
2024 Q4	$354K	Hold	4,001	–	–	0.15%	88
2024 Q3	$353K	Sell	4,001 -1,700	-30%	-$143K	0.16%	91
2024 Q2	$462K	Buy	5,701 +1,266	+29%	+$103K	0.23%	76
2024 Q1	$373K	Buy	+4,435	New	+$351K	0.23%	83
2022 Q1	–	Sell	-2,425	Closed	-$201K	–	113
2021 Q4	$201K	Hold	2,425	–	–	0.15%	118
2021 Q3	$190K	Hold	2,425	–	–	0.14%	116
2021 Q2	$193K	Hold	2,425	–	–	0.14%	120
2021 Q1	$182K	Hold	2,425	–	–	0.14%	119
2020 Q4	$166K	Buy	+2,425	New	+$154K	0.13%	119

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

Phoenix Wealth Advisors's IWR Position: Q2 2026 in Review

Phoenix Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,028 shares worth $444K. The position accounts for 0.15% of the portfolio, ranked #94.

Phoenix Wealth Advisors first reported a position in IWR in Q4 2020 and has held it in 15 quarters since. The position peaked at $462K in Q2 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Phoenix Wealth Advisors held 4,028 shares of iShares Russell Mid-Cap ETF worth $444K as of Q2 2026.
Phoenix Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.15% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Phoenix Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 15 quarters since.
Phoenix Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $462K in Q2 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.