Sound Income Strategies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sound Income Strategies’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	$236K	Sell	2,141 -394	-16%	-$41.4K	0.01%	434
2026 Q1	$248K	Buy	2,535 +168	+7%	+$16.8K	0.01%	360
2025 Q4	$239K	Buy	2,367 +2,227	+1,591%	+$214K	0.01%	378
2025 Q3	$13.5K	Hold	140	–	–	﹤0.01%	926
2025 Q2	$12.9K	Sell	140 -43	-23%	-$3.71K	﹤0.01%	870
2025 Q1	$15.6K	Buy	183 +128	+233%	+$11.4K	﹤0.01%	777
2024 Q4	$4.86K	Buy	55 +7	+15%	+$635	﹤0.01%	989
2024 Q3	$4.23K	Sell	48 -19	-28%	-$1.6K	﹤0.01%	981
2024 Q2	$5.43K	Sell	67 -9	-12%	-$733	﹤0.01%	921
2024 Q1	$6.39K	Sell	76 -159	-68%	-$12.6K	﹤0.01%	861
2023 Q4	$18.3K	Buy	+235	New	+$16.7K	﹤0.01%	606
2023 Q2	–	Sell	-57	Closed	-$3.98K	–	1138
2023 Q1	$3.98K	Buy	+57	New	+$4.03K	﹤0.01%	730
2022 Q2	–	Sell	-432	Closed	-$34K	–	921
2022 Q1	$34K	Buy	+432	New	+$33.3K	﹤0.01%	278
2020 Q1	–	Sell	-60	Closed	-$4K	–	811
2019 Q4	$4K	Hold	60	–	–	﹤0.01%	489
2019 Q3	$3K	Hold	60	–	–	﹤0.01%	500
2019 Q2	$3K	Hold	60	–	–	﹤0.01%	510
2019 Q1	$3K	Hold	60	–	–	﹤0.01%	508
2018 Q4	$3K	Buy	+60	New	+$3.03K	﹤0.01%	497

Other funds holding IWR

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Sound Income Strategies's IWR Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q2 2026, selling an estimated $41.4K and leaving 2,141 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #434.

Sound Income Strategies first reported a position in IWR in Q4 2018 and has held it in 18 quarters since. The position peaked at $248K in Q1 2026. 1,316 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sound Income Strategies held 2,141 shares of iShares Russell Mid-Cap ETF worth $236K as of Q2 2026.
Sound Income Strategies sold 394 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $41.4K.
iShares Russell Mid-Cap ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #434 holding.
Sound Income Strategies first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 18 quarters since.
Sound Income Strategies's iShares Russell Mid-Cap ETF position peaked at $248K in Q1 2026.
1,316 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.