Schneider Downs Wealth Management Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.55M | Sell |
77,633
-1,089
| -1% | -$109K | 0.83% | 22 |
|
|
2025
Q4 | $7.58M | Buy |
78,722
+3,580
| +5% | +$344K | 0.85% | 23 |
|
|
2025
Q3 | $7.26M | Hold |
75,142
| – | – | 0.86% | 24 |
|
|
2025
Q2 | $6.91M | Sell |
75,142
-240
| -0.3% | -$20.7K | 1.03% | 25 |
|
|
2025
Q1 | $6.41M | Buy |
75,382
+14
| +0% | +$1.25K | 1.16% | 22 |
|
|
2024
Q4 | $6.66M | Sell |
75,368
-996
| -1% | -$90.4K | 1.25% | 22 |
|
|
2024
Q3 | $6.73M | Sell |
76,364
-5,842
| -7% | -$492K | 1.38% | 20 |
|
|
2024
Q2 | $6.67M | Sell |
82,206
-12,592
| -13% | -$1.02M | 1.48% | 17 |
|
|
2024
Q1 | $7.97M | Sell |
94,798
-7,302
| -7% | -$579K | 1.84% | 15 |
|
|
2023
Q4 | $7.94M | Sell |
102,100
-3,107
| -3% | -$221K | 2.06% | 14 |
|
|
2023
Q3 | $7.29M | Sell |
105,207
-12,766
| -11% | -$931K | 1.69% | 13 |
|
|
2023
Q2 | $8.62M | Sell |
117,973
-3,329
| -3% | -$232K | 1.97% | 12 |
|
|
2023
Q1 | $8.48M | Sell |
121,302
-1,028
| -0.8% | -$72.6K | 1.74% | 12 |
|
|
2022
Q4 | $8.25M | Buy |
122,330
+13,426
| +12% | +$905K | 1.81% | 12 |
|
|
2022
Q3 | $6.77M | Sell |
108,904
-43
| -0% | -$2.96K | 1.98% | 10 |
|
|
2022
Q2 | $7.04M | Buy |
108,947
+14,297
| +15% | +$1.02M | 1.97% | 10 |
|
|
2022
Q1 | $7.39M | Sell |
94,650
-244
| -0.3% | -$18.8K | 1.88% | 10 |
|
|
2021
Q4 | $7.88M | Sell |
94,894
-868
| -0.9% | -$71.2K | 1.88% | 10 |
|
|
2021
Q3 | $7.49M | Sell |
95,762
-6,395
| -6% | -$512K | 1.94% | 9 |
|
|
2021
Q2 | $8.1M | Sell |
102,157
-3,518
| -3% | -$273K | 2.1% | 8 |
|
|
2021
Q1 | $7.81M | Sell |
105,675
-6,102
| -5% | -$441K | 1.91% | 8 |
|
|
2020
Q4 | $7.66M | Sell |
111,777
-11,334
| -9% | -$722K | 2.13% | 8 |
|
|
2020
Q3 | $7.06M | Sell |
123,111
-5,996
| -5% | -$341K | 2.37% | 7 |
|
|
2020
Q2 | $6.92M | Sell |
129,107
-8,280
| -6% | -$415K | 2.36% | 7 |
|
|
2020
Q1 | $5.93M | Sell |
137,387
-1,168
| -0.8% | -$64.3K | 2.17% | 8 |
|
|
2019
Q4 | $8.26M | Sell |
138,555
-12,030
| -8% | -$691K | 2.47% | 6 |
|
|
2019
Q3 | $8.43M | Sell |
150,585
-17,815
| -11% | -$996K | 2.62% | 3 |
|
|
2019
Q2 | $9.41M | Sell |
168,400
-3,516
| -2% | -$193K | 3.28% | 4 |
|
|
2019
Q1 | $9.28M | Sell |
171,916
-10,356
| -6% | -$537K | 3.5% | 4 |
|
|
2018
Q4 | $8.47M | Buy |
182,272
+520
| +0.3% | +$26.2K | 3.66% | 4 |
|
|
2018
Q3 | $10M | Sell |
181,752
-2,268
| -1% | -$124K | 6.35% | 4 |
|
|
2018
Q2 | $9.76M | Sell |
184,020
-4,232
| -2% | -$223K | 6.48% | 4 |
|
|
2018
Q1 | $9.72M | Sell |
188,252
-5,152
| -3% | -$271K | 5.48% | 4 |
|
|
2017
Q4 | $10.1M | Sell |
193,404
-972
| -0.5% | -$49.3K | 5.82% | 4 |
|
|
2017
Q3 | $9.58M | Sell |
194,376
-2,500
| -1% | -$121K | 6.17% | 4 |
|
|
2017
Q2 | $9.46M | Sell |
196,876
-6,672
| -3% | -$316K | 6.21% | 4 |
|
|
2017
Q1 | $9.53M | Sell |
203,548
-4,012
| -2% | -$186K | 6.51% | 3 |
|
|
2016
Q4 | $9.28M | Buy |
207,560
+132
| +0.1% | +$5.77K | 6.31% | 3 |
|
|
2016
Q3 | $9.04M | Sell |
207,428
-2,096
| -1% | -$90.9K | 5.85% | 3 |
|
|
2016
Q2 | $8.81M | Sell |
209,524
-2,516
| -1% | -$104K | 5.94% | 2 |
|
|
2016
Q1 | $8.64M | Buy |
212,040
+1,396
| +0.7% | +$53.1K | 6.02% | 2 |
|
|
2015
Q4 | $8.44M | Buy |
+210,644
| New | +$8.59M | 9.78% | 2 |
|
Other funds holding IWR
Schneider Downs Wealth Management Advisors's IWR Position: Q1 2026 in Review
Schneider Downs Wealth Management Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q1 2026, selling an estimated $109K and leaving 77,633 shares worth $7.55M. The position accounts for 0.83% of the portfolio, ranked #22.
Schneider Downs Wealth Management Advisors first reported a position in IWR in Q4 2015 and has held it in 42 quarters since. The position peaked at $10.1M in Q4 2017. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Schneider Downs Wealth Management Advisors held 77,633 shares of iShares Russell Mid-Cap ETF worth $7.55M as of Q1 2026.
- Schneider Downs Wealth Management Advisors sold 1,089 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $109K.
- iShares Russell Mid-Cap ETF made up 0.83% of Schneider Downs Wealth Management Advisors's portfolio in Q1 2026, its #22 holding.
- Schneider Downs Wealth Management Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 42 quarters since.
- Schneider Downs Wealth Management Advisors's iShares Russell Mid-Cap ETF position peaked at $10.1M in Q4 2017.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.