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

Stratos 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	$2.36M	Buy	21,370 +749	+4%	+$78.8K	0.13%	155
2026 Q1	$2.01M	Sell	20,621 -326	-2%	-$32.6K	0.12%	172
2025 Q4	$2.02M	Sell	20,947 -16	-0.1%	-$1.54K	0.1%	211
2025 Q3	$2.02M	Buy	20,963 +1,162	+6%	+$110K	0.1%	213
2025 Q2	$1.82M	Buy	19,801 +495	+3%	+$42.8K	0.1%	222
2025 Q1	$1.64M	Sell	19,306 -504	-3%	-$45K	0.09%	227
2024 Q4	$1.75M	Sell	19,810 -2,415	-11%	-$219K	0.08%	233
2024 Q3	$1.96M	Buy	22,225 +112	+0.5%	+$9.44K	0.09%	242
2024 Q2	$1.79M	Buy	22,113 +1,883	+9%	+$153K	0.09%	224
2024 Q1	$1.7M	Sell	20,230 -868	-4%	-$68.8K	0.1%	226
2023 Q4	$1.64M	Buy	+21,098	New	+$1.5M	0.09%	246
2022 Q1	–	Sell	-7,354	Closed	-$610K	–	550
2021 Q4	$610K	Buy	7,354 +109	+2%	+$8.95K	0.04%	358
2021 Q3	$567K	Sell	7,245 -11,311	-61%	-$906K	0.05%	333
2021 Q2	$1.47M	Buy	18,556 +813	+5%	+$63.1K	0.13%	193
2021 Q1	$1.31M	Buy	17,743 +10,802	+156%	+$781K	0.14%	180
2020 Q4	$476K	Buy	+6,941	New	+$442K	0.07%	251

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

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

Stratos Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q2 2026, buying an estimated $78.8K and bringing the position to 21,370 shares worth $2.36M. The position accounts for 0.13% of the portfolio, ranked #155.

Stratos Wealth Advisors first reported a position in IWR in Q4 2020 and has held it in 16 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Stratos Wealth Advisors held 21,370 shares of iShares Russell Mid-Cap ETF worth $2.36M as of Q2 2026.
Stratos Wealth Advisors bought 749 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $78.8K.
iShares Russell Mid-Cap ETF made up 0.13% of Stratos Wealth Advisors's portfolio in Q2 2026, its #155 holding.
Stratos Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.