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

Physician 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	$2.36K	Sell	21 -1	-5%	-$105	﹤0.01%	1432
2026 Q1	$2.18K	Sell	22 -369	-94%	-$36.9K	﹤0.01%	1318
2025 Q4	$37.6K	Buy	391 +1	+0.3%	+$96	0.01%	441
2025 Q3	$37.6K	Sell	390 -3	-0.8%	-$284	0.01%	427
2025 Q2	$36.2K	Sell	393 -33	-8%	-$2.85K	0.01%	395
2025 Q1	$36.3K	Buy	+426	New	+$38K	0.01%	380

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

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

Physician Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.5% in Q2 2026, selling an estimated $105 and leaving 21 shares worth $2.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Physician Wealth Advisors first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.6K in Q4 2025. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Physician Wealth Advisors held 21 shares of iShares Russell Mid-Cap ETF worth $2.36K as of Q2 2026.
Physician Wealth Advisors sold 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1432 holding.
Physician Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $37.6K in Q4 2025.
440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.