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

Regal 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	$267K	Buy	2,420 +159	+7%	+$16.7K	0.01%	598
2026 Q1	$220K	Buy	+2,261	New	+$226K	0.01%	611
2025 Q1	–	Sell	-3,123	Closed	-$276K	–	477
2024 Q4	$276K	Sell	3,123 -16,805	-84%	-$1.53M	0.02%	424
2024 Q3	$1.76M	Buy	19,928 +1,588	+9%	+$134K	0.12%	185
2024 Q2	$1.49M	Buy	18,340 +3,133	+21%	+$255K	0.1%	211
2024 Q1	$1.28M	Buy	15,207 +3,442	+29%	+$273K	0.09%	220
2023 Q4	$915K	Buy	11,765 +2,937	+33%	+$209K	0.07%	237
2023 Q3	$611K	Buy	8,828 +2,354	+36%	+$172K	0.05%	262
2023 Q2	$473K	Buy	+6,474	New	+$450K	0.04%	306
2015 Q4	–	Sell	-80	Closed	-$3K	–	582
2015 Q3	$3K	Buy	+80	New	+$3.31K	﹤0.01%	889
2014 Q2	–	Sell	-1,112	Closed	-$43K	–	928
2014 Q1	$43K	Sell	1,112 -120	-10%	-$4.55K	0.02%	364
2013 Q4	$46K	Buy	+1,232	New	+$44.5K	0.03%	299

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

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

Regal Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 7% in Q2 2026, buying an estimated $16.7K and bringing the position to 2,420 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #598.

Regal Investment Advisors first reported a position in IWR in Q4 2013 and has held it in 12 quarters since. The position peaked at $1.76M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Regal Investment Advisors held 2,420 shares of iShares Russell Mid-Cap ETF worth $267K as of Q2 2026.
Regal Investment Advisors bought 159 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $16.7K.
iShares Russell Mid-Cap ETF made up 0.01% of Regal Investment Advisors's portfolio in Q2 2026, its #598 holding.
Regal Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 12 quarters since.
Regal Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $1.76M in Q3 2024.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.