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Realta Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Realta Investment 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 		$50.6K Hold
459
– – 0.02% 269
2026
Q1 		$44.6K Buy
459
+58
+14% +$5.79K 0.02% 254
2025
Q4 		$38.6K Hold
401
– – 0.01% 253
2025
Q3 		$38.7K Sell
401
-103
-20% -$9.76K 0.01% 245
2025
Q2 		$46.3K Buy
504
+1
+0.2% +$86 0.02% 233
2025
Q1 		$42.8K Sell
503
-16
-3% -$1.43K 0.02% 240
2024
Q4 		$46.4K Hold
519
– – 0.02% 257
2024
Q3 		$46.4K Sell
519
-163
-24% -$13.7K 0.02% 246
2024
Q2 		$55.3K Hold
682
– – 0.01% 525
2024
Q1 		$57.3K Buy
+682
New +$54K 0.01% 542
2023
Q4 		– Sell
-975
Closed -$71.2K – 617
2023
Q3 		$71.2K Hold
975
– – 0.02% 502
2023
Q2 		$71.2K Buy
+975
New +$67.8K 0.02% 529
2023
Q1 		– Sell
-1,184
Closed -$79.9K – 630
2022
Q4 		$79.9K Sell
1,184
-78
-6% -$5.26K 0.02% 513
2022
Q3 		$78K Sell
1,262
-168,579
-99% -$11.6M 0.02% 484
2022
Q2 		$11.1M Sell
169,841
-900
-0.5% -$64.1K 2.73% 4
2022
Q1 		$13.3M Buy
+170,741
New +$13.1M 2.66% 4
2021
Q1 		– Sell
-130,814
Closed -$8.97M – 383
2020
Q4 		$8.97M Buy
130,814
+32,920
+34% +$2.1M 2.54% 4
2020
Q3 		$5.62M Sell
97,894
-1,013
-1% -$57.7K 1.88% 5
2020
Q2 		$5.3M Sell
98,907
-1,384
-1% -$69.4K 1.74% 5
2020
Q1 		$4.33M Buy
100,291
+15,322
+18% +$843K 1.86% 6
2019
Q4 		$4.98M Buy
84,969
+689
+0.8% +$39.6K 1.36% 5
2019
Q3 		$4.71M Buy
84,280
+110
+0.1% +$6.15K 1.28% 9
2019
Q2 		$4.7M Buy
84,170
+84,150
+420,750% +$4.62M 1.3% 8
2019
Q1 		$1K Buy
+20
New +$1.04K ﹤0.01% 1285

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Realta Investment Advisors's IWR Position: Q2 2026 in Review

Realta Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 459 shares worth $50.6K. The position accounts for 0.02% of the portfolio, ranked #269.

Realta Investment Advisors first reported a position in IWR in Q1 2019 and has held it in 24 quarters since. The position peaked at $13.3M in Q1 2022. 857 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Realta Investment Advisors held 459 shares of iShares Russell Mid-Cap ETF worth $50.6K as of Q2 2026.
  • Realta Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Realta Investment Advisors's portfolio in Q2 2026, its #269 holding.
  • Realta Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 24 quarters since.
  • Realta Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $13.3M in Q1 2022.
  • 857 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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