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 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 $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

Strategic Advisors's IWR Position: Q1 2026 in Review

Strategic Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.3% in Q1 2026, buying an estimated $21.8K and bringing the position to 17,134 shares worth $1.67M. The position accounts for 0.28% of the portfolio, ranked #78.

Strategic Advisors first reported a position in IWR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.67M in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Strategic Advisors held 17,134 shares of iShares Russell Mid-Cap ETF worth $1.67M as of Q1 2026.
Strategic Advisors bought 218 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $21.8K.
iShares Russell Mid-Cap ETF made up 0.28% of Strategic Advisors's portfolio in Q1 2026, its #78 holding.
Strategic Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
Strategic Advisors's iShares Russell Mid-Cap ETF position peaked at $1.67M in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.