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 Q2	$1.3M	Buy	11,824 +31	+0.3%	+$3.26K	0.34%	32
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 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

Seneca Financial Advisors's IWR Position: Q2 2026 in Review

Seneca Financial Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.26% in Q2 2026, buying an estimated $3.26K and bringing the position to 11,824 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #32.

Seneca Financial Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.56M in Q2 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Seneca Financial Advisors held 11,824 shares of iShares Russell Mid-Cap ETF worth $1.3M as of Q2 2026.
Seneca Financial Advisors bought 31 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.26K.
iShares Russell Mid-Cap ETF made up 0.34% of Seneca Financial Advisors's portfolio in Q2 2026, its #32 holding.
Seneca Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Seneca Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $1.56M in Q2 2021.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.