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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
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
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

Sound View Wealth Advisors Group's IWR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q1 2026, selling an estimated $83.1K and leaving 56,802 shares worth $5.52M. The position accounts for 0.38% of the portfolio, ranked #66.

Sound View Wealth Advisors Group first reported a position in IWR in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.73M in Q3 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Sound View Wealth Advisors Group held 56,802 shares of iShares Russell Mid-Cap ETF worth $5.52M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 832 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $83.1K.
  • iShares Russell Mid-Cap ETF made up 0.38% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #66 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Sound View Wealth Advisors Group's iShares Russell Mid-Cap ETF position peaked at $5.73M in Q3 2025.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.