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

Savvy Advisors Inc’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 		$1.09M Buy
11,181
+118
+1% +$11.8K 0.03% 409
2025
Q4 		$1.07M Buy
11,063
+937
+9% +$90.1K 0.03% 351
2025
Q3 		$978K Buy
10,126
+7,424
+275% +$704K 0.04% 272
2025
Q2 		$248K Sell
2,702
-337
-11% -$29.1K 0.02% 530
2025
Q1 		$258K Buy
3,039
+71
+2% +$6.33K 0.03% 423
2024
Q4 		$262K Sell
2,968
-170
-5% -$15.4K 0.03% 367
2024
Q3 		$277K Buy
3,138
+7
+0.2% +$590 0.06% 269
2024
Q2 		$254K Buy
3,131
+48
+2% +$3.91K 0.08% 239
2024
Q1 		$259K Buy
3,083
+3
+0.1% +$238 0.15% 183
2023
Q4 		$239K Buy
+3,080
New +$219K 0.23% 131

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Savvy Advisors Inc's IWR Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q1 2026, buying an estimated $11.8K and bringing the position to 11,181 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #409.

Savvy Advisors Inc first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Savvy Advisors Inc held 11,181 shares of iShares Russell Mid-Cap ETF worth $1.09M as of Q1 2026.
  • Savvy Advisors Inc bought 118 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $11.8K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #409 holding.
  • Savvy Advisors Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.