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

Seneca Financial 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
Q1 		$1.15M Sell
11,793
-249
-2% -$24.9K 0.34% 34
2025
Q4 		$1.16M Buy
12,042
+47
+0.4% +$4.52K 0.35% 35
2025
Q3 		$1.16M Sell
11,995
-1,683
-12% -$160K 0.38% 34
2025
Q2 		$1.26M Sell
13,678
-526
-4% -$45.4K 0.48% 33
2025
Q1 		$1.21M Buy
14,204
+69
+0.5% +$6.15K 0.59% 30
2024
Q4 		$1.25M Buy
14,135
+191
+1% +$17.3K 0.62% 30
2024
Q3 		$1.23M Buy
13,944
+57
+0.4% +$4.8K 0.6% 29
2024
Q2 		$1.13M Buy
13,887
+35
+0.3% +$2.85K 0.58% 31
2024
Q1 		$1.16M Buy
13,852
+34
+0.2% +$2.69K 0.62% 32
2023
Q4 		$1.07M Buy
13,818
+619
+5% +$44K 0.62% 30
2023
Q3 		$914K Hold
13,199
– – 0.63% 28
2023
Q2 		$964K Sell
13,199
-245
-2% -$17K 0.64% 28
2023
Q1 		$940K Sell
13,444
-2,854
-18% -$202K 0.6% 27
2022
Q4 		$1.1M Sell
16,298
-2,139
-12% -$144K 0.7% 23
2022
Q3 		$1.15M Buy
18,437
+196
+1% +$13.5K 0.82% 21
2022
Q2 		$1.18M Sell
18,241
-45
-0.2% -$3.2K 0.79% 23
2022
Q1 		$1.43M Buy
18,286
+13
+0.1% +$1K 0.87% 19
2021
Q4 		$1.52M Sell
18,273
-904
-5% -$74.2K 0.9% 18
2021
Q3 		$1.5M Sell
19,177
-500
-3% -$40.1K 0.99% 18
2021
Q2 		$1.56M Buy
19,677
+62
+0.3% +$4.81K 1.02% 18
2021
Q1 		$1.45M Sell
19,615
-700
-3% -$50.6K 1.02% 18
2020
Q4 		$1.39M Buy
+20,315
New +$1.29M 1.06% 18

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

Seneca Financial Advisors's IWR Position: Q1 2026 in Review

Seneca Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q1 2026, selling an estimated $24.9K and leaving 11,793 shares worth $1.15M. The position accounts for 0.34% of the portfolio, ranked #34.

Seneca Financial Advisors first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q2 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Seneca Financial Advisors held 11,793 shares of iShares Russell Mid-Cap ETF worth $1.15M as of Q1 2026.
  • Seneca Financial Advisors sold 249 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $24.9K.
  • iShares Russell Mid-Cap ETF made up 0.34% of Seneca Financial Advisors's portfolio in Q1 2026, its #34 holding.
  • Seneca Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Seneca Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $1.56M in Q2 2021.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.