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

River 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 Q1	$43.8M	Buy	450,160 +19,971	+5%	+$1.99M	5.03%	2
2025 Q4	$41.4M	Buy	430,189 +18,630	+5%	+$1.79M	4.64%	2
2025 Q3	$39.7M	Buy	411,559 +8,619	+2%	+$817K	4.65%	4
2025 Q2	$37.1M	Buy	402,940 +11,919	+3%	+$1.03M	4.61%	3
2025 Q1	$33.3M	Buy	391,021 +7,518	+2%	+$671K	4.62%	3
2024 Q4	$33.9M	Buy	383,503 +18,554	+5%	+$1.68M	4.49%	3
2024 Q3	$32.2M	Buy	364,949 +9,419	+3%	+$794K	4.29%	4
2024 Q2	$28.8M	Buy	355,530 +12,817	+4%	+$1.04M	4.13%	4
2024 Q1	$28.8M	Buy	342,713 +17,364	+5%	+$1.38M	4.19%	4
2023 Q4	$25.3M	Buy	325,349 +17,073	+6%	+$1.21M	4.04%	4
2023 Q3	$21.3M	Buy	308,276 +9,350	+3%	+$682K	3.82%	4
2023 Q2	$21.8M	Buy	298,926 +8,304	+3%	+$578K	3.7%	4
2023 Q1	$20.3M	Buy	290,622 +15,897	+6%	+$1.12M	3.7%	4
2022 Q4	$18.5M	Buy	274,725 +24,718	+10%	+$1.67M	3.57%	3
2022 Q3	$15.5M	Buy	250,007 +18,291	+8%	+$1.26M	3.35%	5
2022 Q2	$15M	Buy	231,716 +3,060	+1%	+$218K	2.76%	6
2022 Q1	$17.8M	Buy	228,656 +18,019	+9%	+$1.39M	2.85%	6
2021 Q4	$17.5M	Buy	210,637 +8,625	+4%	+$708K	2.71%	6
2021 Q3	$15.8M	Buy	202,012 +11,949	+6%	+$957K	2.71%	7
2021 Q2	$15.1M	Buy	190,063 +2,632	+1%	+$204K	2.64%	8
2021 Q1	$13.9M	Buy	187,431 +15,652	+9%	+$1.13M	2.6%	9
2020 Q4	$11.8M	Buy	171,779 +20,119	+13%	+$1.28M	2.55%	8
2020 Q3	$8.7M	Buy	151,660 +15,427	+11%	+$878K	2.27%	9
2020 Q2	$7.3M	Buy	136,233 +20,307	+18%	+$1.02M	2.22%	9
2020 Q1	$5M	Buy	+115,926	New	+$6.38M	2%	10
2019 Q1	–	Sell	-3,010	Closed	-$140K	–	328
2018 Q4	$140K	Buy	3,010 +1,054	+54%	+$53.2K	0.06%	168
2018 Q3	$108K	Hold	1,956	–	–	0.04%	200
2018 Q2	$104K	Buy	+1,956	New	+$103K	0.04%	196

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

River Wealth Advisors's IWR Position: Q1 2026 in Review

River Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 4.6% in Q1 2026, buying an estimated $1.99M and bringing the position to 450,160 shares worth $43.8M. The position accounts for 5.03% of the portfolio, ranked #2.

River Wealth Advisors first reported a position in IWR in Q2 2018 and has held it in 28 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

River Wealth Advisors held 450,160 shares of iShares Russell Mid-Cap ETF worth $43.8M as of Q1 2026.
River Wealth Advisors bought 19,971 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.99M.
iShares Russell Mid-Cap ETF made up 5.03% of River Wealth Advisors's portfolio in Q1 2026, its #2 holding.
River Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 28 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.