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

Sanctuary 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	$27.5M	Buy	249,200 +2,864	+1%	+$301K	0.13%	168
2026 Q1	$24M	Sell	246,336 -2,481	-1%	-$248K	0.13%	175
2025 Q4	$24M	Buy	248,817 +5,509	+2%	+$530K	0.13%	170
2025 Q3	$23.5M	Buy	243,308 +10,285	+4%	+$975K	0.13%	166
2025 Q2	$21.4M	Buy	233,023 +1,800	+0.8%	+$155K	0.13%	164
2025 Q1	$19.7M	Buy	231,223 +11,763	+5%	+$1.05M	0.14%	170
2024 Q4	$20.4M	Sell	219,460 -3,730	-2%	-$339K	0.13%	172
2024 Q3	$21.1M	Buy	223,190 +9,678	+5%	+$815K	0.13%	160
2024 Q2	$17.2M	Buy	+213,512	New	+$17.4M	0.12%	167

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

Sanctuary Advisors's IWR Position: Q2 2026 in Review

Sanctuary Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2026, buying an estimated $301K and bringing the position to 249,200 shares worth $27.5M. The position accounts for 0.13% of the portfolio, ranked #168.

Sanctuary Advisors first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sanctuary Advisors held 249,200 shares of iShares Russell Mid-Cap ETF worth $27.5M as of Q2 2026.
Sanctuary Advisors bought 2,864 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $301K.
iShares Russell Mid-Cap ETF made up 0.13% of Sanctuary Advisors's portfolio in Q2 2026, its #168 holding.
Sanctuary Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.