Sound View Wealth Advisors Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sound View Wealth Advisors Group’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	$6.28M	Buy	56,915 +113	+0.2%	+$11.9K	0.39%	63
2026 Q1	$5.52M	Sell	56,802 -832	-1%	-$83.1K	0.38%	66
2025 Q4	$5.55M	Sell	57,634 -1,764	-3%	-$170K	0.37%	63
2025 Q3	$5.73M	Sell	59,398 -363	-0.6%	-$34.4K	0.39%	62
2025 Q2	$5.5M	Sell	59,761 -2,562	-4%	-$221K	0.41%	60
2025 Q1	$5.3M	Sell	62,323 -1,176	-2%	-$105K	0.44%	57
2024 Q4	$5.61M	Buy	63,499 +270	+0.4%	+$24.5K	0.45%	53
2024 Q3	$5.57M	Buy	63,229 +7,849	+14%	+$661K	0.45%	54
2024 Q2	$4.49M	Buy	55,380 +539	+1%	+$43.9K	0.46%	54
2024 Q1	$4.61M	Sell	54,841 -2,377	-4%	-$188K	0.49%	54
2023 Q4	$4.45M	Buy	57,218 +3,020	+6%	+$215K	0.49%	52
2023 Q3	$3.75M	Buy	54,198 +3,000	+6%	+$219K	0.47%	55
2023 Q2	$3.74M	Sell	51,198 -109	-0.2%	-$7.58K	0.49%	50
2023 Q1	$3.59M	Sell	51,307 -5,911	-10%	-$417K	0.49%	53
2022 Q4	$4.45M	Buy	57,218 +23,689	+71%	+$1.6M	0.49%	52
2022 Q3	$2.08M	Buy	33,529 +702	+2%	+$48.3K	0.47%	58
2022 Q2	$2.12M	Sell	32,827 -7,313	-18%	-$521K	0.44%	61
2022 Q1	$3.13M	Buy	40,140 +330	+0.8%	+$25.4K	0.6%	49
2021 Q4	$3.31M	Buy	39,810 +6,326	+19%	+$519K	0.62%	46
2021 Q3	$2.62M	Buy	33,484 +4,611	+16%	+$369K	0.55%	49
2021 Q2	$2.29M	Buy	28,873 +21,773	+307%	+$1.69M	0.48%	55
2021 Q1	$525K	Hold	7,100	–	–	0.12%	152
2020 Q4	$487K	Hold	7,100	–	–	0.12%	155
2020 Q3	$407K	Hold	7,100	–	–	0.11%	165
2020 Q2	$381K	Buy	+7,100	New	+$356K	0.11%	161

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

Sound View Wealth Advisors Group's IWR Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.2% in Q2 2026, buying an estimated $11.9K and bringing the position to 56,915 shares worth $6.28M. The position accounts for 0.39% of the portfolio, ranked #63.

Sound View Wealth Advisors Group first reported a position in IWR in Q2 2020 and has held it in 25 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Sound View Wealth Advisors Group held 56,915 shares of iShares Russell Mid-Cap ETF worth $6.28M as of Q2 2026.
Sound View Wealth Advisors Group bought 113 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $11.9K.
iShares Russell Mid-Cap ETF made up 0.39% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #63 holding.
Sound View Wealth Advisors Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 25 quarters since.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.