SWA
IWR icon

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

Strategies Wealth 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 		$219K Buy
+1,984
New +$209K 0.02% 190
2024
Q1 		– Sell
-2,595
Closed -$202K – 100
2023
Q4 		$202K Buy
+2,595
New +$184K 0.03% 85

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategies Wealth Advisors's IWR Position: Q2 2026 in Review

Strategies Wealth Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,984 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings. This is a return to the name: Strategies Wealth Advisors previously reported a position in IWR as recently as Q4 2023.

Strategies Wealth Advisors first reported a position in IWR in Q4 2023 and has held it in 2 quarters since. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Strategies Wealth Advisors held 1,984 shares of iShares Russell Mid-Cap ETF worth $219K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Strategies Wealth Advisors position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Strategies Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Strategies Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Strategies Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.