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

Sandy Cove 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	$385K	Sell	3,489 -21	-0.6%	-$2.21K	0.1%	109
2026 Q1	$341K	Buy	3,510 +2	+0.1%	+$200	0.1%	104
2025 Q4	$338K	Sell	3,508 -2,071	-37%	-$199K	0.1%	109
2025 Q3	$539K	Buy	5,579 +3	+0.1%	+$284	0.17%	76
2025 Q2	$513K	Sell	5,576 -641	-10%	-$55.4K	0.19%	72
2025 Q1	$529K	Sell	6,217 -495	-7%	-$44.1K	0.21%	65
2024 Q4	$593K	Sell	6,712 -456	-6%	-$41.4K	0.23%	61
2024 Q3	$632K	Sell	7,168 -3,487	-33%	-$294K	0.26%	57
2024 Q2	$864K	Hold	10,655	–	–	0.38%	44
2024 Q1	$896K	Buy	10,655 +4,250	+66%	+$337K	0.41%	42
2023 Q4	$498K	Buy	6,405 +24	+0.4%	+$1.71K	0.26%	62
2023 Q3	$442K	Hold	6,381	–	–	0.26%	66
2023 Q2	$466K	Buy	+6,381	New	+$444K	0.27%	66

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

Sandy Cove Advisors's IWR Position: Q2 2026 in Review

Sandy Cove Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.6% in Q2 2026, selling an estimated $2.21K and leaving 3,489 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #109.

Sandy Cove Advisors first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $896K in Q1 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sandy Cove Advisors held 3,489 shares of iShares Russell Mid-Cap ETF worth $385K as of Q2 2026.
Sandy Cove Advisors sold 21 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.21K.
iShares Russell Mid-Cap ETF made up 0.1% of Sandy Cove Advisors's portfolio in Q2 2026, its #109 holding.
Sandy Cove Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Sandy Cove Advisors's iShares Russell Mid-Cap ETF position peaked at $896K in Q1 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.