SAI
IWR icon

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
Q2 		$1.38M Buy
12,473
+1,292
+12% +$136K 0.03% 427
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 $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Savvy Advisors Inc's IWR Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q2 2026, buying an estimated $136K and bringing the position to 12,473 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #427.

Savvy Advisors Inc first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Savvy Advisors Inc held 12,473 shares of iShares Russell Mid-Cap ETF worth $1.38M as of Q2 2026.
  • Savvy Advisors Inc bought 1,292 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #427 holding.
  • Savvy Advisors Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.