SMI Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SMI Advisory Services’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	$431K	Hold	3,899	–	–	0.07%	44
2026 Q1	$385K	Sell	3,899 -1,262	-24%	-$126K	0.06%	48
2025 Q4	$517K	Sell	5,161 -657	-11%	-$63.2K	0.09%	37
2025 Q3	$566K	Sell	5,818 -73	-1%	-$6.92K	0.11%	33
2025 Q2	$546K	Sell	5,891 -241	-4%	-$20.8K	0.11%	30
2025 Q1	$468K	Sell	6,132 -113	-2%	-$10.1K	0.11%	22
2024 Q4	$551K	Sell	6,245 -148	-2%	-$13.4K	0.13%	38
2024 Q3	$562K	Sell	6,393 -49	-0.8%	-$4.13K	0.12%	40
2024 Q2	$519K	Buy	+6,442	New	+$524K	0.13%	46
2024 Q1	–	Sell	-7,106	Closed	-$545K	–	63
2023 Q4	$545K	Sell	7,106 -769	-10%	-$54.6K	0.14%	31
2023 Q3	$539K	Buy	+7,875	New	+$574K	0.2%	30
2023 Q1	$641K	Sell	9,504 -180	-2%	-$12.7K	0.21%	25
2022 Q4	$602K	Hold	9,684	–	–	0.2%	25
2022 Q3	$602K	Sell	9,684 -608	-6%	-$41.8K	0.2%	25
2022 Q2	$665K	Sell	10,292 -264	-3%	-$18.8K	0.24%	25
2022 Q1	$824K	Sell	10,556 -545	-5%	-$42K	0.29%	22
2021 Q4	$921K	Sell	11,101 -359	-3%	-$29.5K	0.35%	22
2021 Q3	$896K	Sell	11,460 -1,094	-9%	-$87.6K	0.4%	17
2021 Q2	$995K	Sell	12,554 -558	-4%	-$43.3K	0.43%	17
2021 Q1	$969K	Buy	+13,112	New	+$948K	0.44%	18

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

SMI Advisory Services's IWR Position: Q2 2026 in Review

SMI Advisory Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,899 shares worth $431K. The position accounts for 0.07% of the portfolio, ranked #44.

SMI Advisory Services first reported a position in IWR in Q1 2021 and has held it in 20 quarters since. The position peaked at $995K in Q2 2021. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

SMI Advisory Services held 3,899 shares of iShares Russell Mid-Cap ETF worth $431K as of Q2 2026.
SMI Advisory Services left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.07% of SMI Advisory Services's portfolio in Q2 2026, its #44 holding.
SMI Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 20 quarters since.
SMI Advisory Services's iShares Russell Mid-Cap ETF position peaked at $995K in Q2 2021.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SMI Advisory Services's 13F filing for Q2 2026, filed 9 Jul 2026.