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 Q2	$4.06M	Buy	36,764 +6,764	+23%	+$711K	0.68%	29
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 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

SOA Wealth Advisors's IWR Position: Q2 2026 in Review

SOA Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 23% in Q2 2026, buying an estimated $711K and bringing the position to 36,764 shares worth $4.06M. The position accounts for 0.68% of the portfolio, ranked #29.

SOA Wealth Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

SOA Wealth Advisors held 36,764 shares of iShares Russell Mid-Cap ETF worth $4.06M as of Q2 2026.
SOA Wealth Advisors bought 6,764 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $711K.
iShares Russell Mid-Cap ETF made up 0.68% of SOA Wealth Advisors's portfolio in Q2 2026, its #29 holding.
SOA Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.