Signature Estate & Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Signature Estate & Investment 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	$522K	Sell	4,734 -140	-3%	-$14.7K	0.01%	420
2026 Q1	$474K	Sell	4,874 -103	-2%	-$10.3K	0.01%	430
2025 Q4	$479K	Sell	4,977 -1,137	-19%	-$109K	0.01%	399
2025 Q3	$590K	Sell	6,114 -1,813	-23%	-$172K	0.01%	356
2025 Q2	$729K	Sell	7,927 -825	-9%	-$71.3K	0.02%	285
2025 Q1	$745K	Buy	8,752 +180	+2%	+$16.1K	0.02%	267
2024 Q4	$758K	Buy	8,572 +8	+0.1%	+$726	0.02%	262
2024 Q3	$755K	Buy	8,564 +9	+0.1%	+$758	0.02%	239
2024 Q2	$694K	Buy	8,555 +2,137	+33%	+$174K	0.02%	250
2024 Q1	$540K	Hold	6,418	–	–	0.02%	115
2023 Q4	$499K	Hold	6,418	–	–	0.01%	123
2023 Q3	$444K	Hold	6,418	–	–	0.02%	122
2023 Q2	$469K	Buy	6,418 +1,774	+38%	+$123K	0.02%	125
2023 Q1	$325K	Buy	4,644 +512	+12%	+$36.2K	0.01%	146
2022 Q4	$279K	Hold	4,132	–	–	0.01%	157
2022 Q3	$257K	Hold	4,132	–	–	0.01%	143
2022 Q2	$267K	Buy	+4,132	New	+$294K	0.01%	144

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

Signature Estate & Investment Advisors's IWR Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, selling an estimated $14.7K and leaving 4,734 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #420.

Signature Estate & Investment Advisors first reported a position in IWR in Q2 2022 and has held it in 17 quarters since. The position peaked at $758K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Signature Estate & Investment Advisors held 4,734 shares of iShares Russell Mid-Cap ETF worth $522K as of Q2 2026.
Signature Estate & Investment Advisors sold 140 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $14.7K.
iShares Russell Mid-Cap ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #420 holding.
Signature Estate & Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 17 quarters since.
Signature Estate & Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $758K in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.