Spurstone Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Spurstone Advisory Services’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	$1.65K	Hold	17	–	–	0.03%	44
2025 Q4	$1.64K	Hold	17	–	–	0.03%	63
2025 Q3	$1.64K	Hold	17	–	–	0.02%	80
2025 Q2	$1.56K	Hold	17	–	–	0.02%	106
2025 Q1	$1.45K	Buy	+17	New	+$1.52K	0.03%	71

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Spurstone Advisory Services's IWR Position: Q1 2026 in Review

Spurstone Advisory Services held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 17 shares worth $1.65K. The position accounts for 0.03% of the portfolio, ranked #44.

Spurstone Advisory Services first reported a position in IWR in Q1 2025 and has held it in 5 quarters since. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Spurstone Advisory Services held 17 shares of iShares Russell Mid-Cap ETF worth $1.65K as of Q1 2026.
Spurstone Advisory Services left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Spurstone Advisory Services's portfolio in Q1 2026, its #44 holding.
Spurstone Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.