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SOA Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

SOA Wealth 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 		$2.92M Buy
30,000
+603
+2% +$60.2K 0.55% 40
2025
Q4 		$2.83M Buy
29,397
+2,784
+10% +$268K 0.48% 44
2025
Q3 		$2.57M Buy
26,613
+627
+2% +$59.4K 0.44% 48
2025
Q2 		$2.39M Sell
25,986
-2,313
-8% -$200K 0.45% 47
2025
Q1 		$2.41M Sell
28,299
-82
-0.3% -$7.31K 0.5% 41
2024
Q4 		$2.51M Buy
28,381
+1,452
+5% +$132K 0.46% 43
2024
Q3 		$2.37M Sell
26,929
-219
-0.8% -$18.5K 0.45% 46
2024
Q2 		$2.2M Sell
27,148
-2,220
-8% -$181K 0.44% 47
2024
Q1 		$2.47M Buy
29,368
+188
+0.6% +$14.9K 0.51% 41
2023
Q4 		$2.27M Buy
29,180
+729
+3% +$51.8K 0.5% 42
2023
Q3 		$1.97M Sell
28,451
-1,048
-4% -$76.5K 0.49% 42
2023
Q2 		$2.15M Buy
29,499
+5,981
+25% +$416K 0.5% 38
2023
Q1 		$1.64M Buy
23,518
+30
+0.1% +$2.12K 0.41% 51
2022
Q4 		$1.58M Buy
23,488
+1,490
+7% +$100K 0.43% 49
2022
Q3 		$1.37M Buy
21,998
+2,061
+10% +$142K 0.41% 54
2022
Q2 		$1.29M Buy
19,937
+13,821
+226% +$984K 0.38% 55
2022
Q1 		$477K Buy
6,116
+77
+1% +$5.93K 0.12% 103
2021
Q4 		$501K Buy
6,039
+405
+7% +$33.2K 0.12% 98
2021
Q3 		$440K Buy
5,634
+1,305
+30% +$105K 0.11% 109
2021
Q2 		$343K Buy
4,329
+1,239
+40% +$96.1K 0.09% 124
2021
Q1 		$228K Buy
3,090
+181
+6% +$13.1K 0.06% 133
2020
Q4 		$213K Buy
+2,909
New +$185K 0.06% 134

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

SOA Wealth Advisors's IWR Position: Q1 2026 in Review

SOA Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q1 2026, buying an estimated $60.2K and bringing the position to 30,000 shares worth $2.92M. The position accounts for 0.55% of the portfolio, ranked #40.

SOA Wealth Advisors first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • SOA Wealth Advisors held 30,000 shares of iShares Russell Mid-Cap ETF worth $2.92M as of Q1 2026.
  • SOA Wealth Advisors bought 603 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $60.2K.
  • iShares Russell Mid-Cap ETF made up 0.55% of SOA Wealth Advisors's portfolio in Q1 2026, its #40 holding.
  • SOA Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.