Strategic Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Strategic 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	$1.72M	Sell	15,554 -1,580	-9%	-$166K	0.38%	48
2026 Q1	$1.67M	Buy	17,134 +218	+1%	+$21.8K	0.28%	78
2025 Q4	$1.63M	Sell	16,916 -320	-2%	-$30.8K	0.26%	86
2025 Q3	$1.66M	Sell	17,236 -768	-4%	-$72.8K	0.27%	78
2025 Q2	$1.66M	Sell	18,004 -478	-3%	-$41.3K	0.33%	67
2025 Q1	$1.57M	Sell	18,482 -382	-2%	-$34.1K	0.3%	72
2024 Q4	$1.67M	Buy	18,864 +6,356	+51%	+$577K	0.3%	68
2024 Q3	$1.1M	Buy	12,508 +3,074	+33%	+$259K	0.21%	96
2024 Q2	$765K	Buy	+9,434	New	+$768K	0.15%	116

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

Strategic Advisors's IWR Position: Q2 2026 in Review

Strategic Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.2% in Q2 2026, selling an estimated $166K and leaving 15,554 shares worth $1.72M. The position accounts for 0.38% of the portfolio, ranked #48.

Strategic Advisors first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Strategic Advisors held 15,554 shares of iShares Russell Mid-Cap ETF worth $1.72M as of Q2 2026.
Strategic Advisors sold 1,580 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $166K.
iShares Russell Mid-Cap ETF made up 0.38% of Strategic Advisors's portfolio in Q2 2026, its #48 holding.
Strategic Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Strategic Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.