Pure Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Pure Financial 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	$334K	Buy	3,027 +69	+2%	+$7.26K	﹤0.01%	468
2026 Q1	$288K	Sell	2,958 -645	-18%	-$64.4K	﹤0.01%	464
2025 Q4	$347K	Buy	3,603 +645	+22%	+$62K	0.01%	390
2025 Q3	$286K	Sell	2,958 -54	-2%	-$5.12K	﹤0.01%	406
2025 Q2	$277K	Buy	+3,012	New	+$260K	﹤0.01%	395

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

Pure Financial Advisors's IWR Position: Q2 2026 in Review

Pure Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q2 2026, buying an estimated $7.26K and bringing the position to 3,027 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #468.

Pure Financial Advisors first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. The position peaked at $347K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Pure Financial Advisors held 3,027 shares of iShares Russell Mid-Cap ETF worth $334K as of Q2 2026.
Pure Financial Advisors bought 69 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $7.26K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #468 holding.
Pure Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
Pure Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $347K in Q4 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.