SWA
IWR icon

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stratos Wealth Advisors's IWR Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q1 2026, selling an estimated $32.6K and leaving 20,621 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #172.

Stratos Wealth Advisors first reported a position in IWR in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.02M in Q3 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Stratos Wealth Advisors held 20,621 shares of iShares Russell Mid-Cap ETF worth $2.01M as of Q1 2026.
  • Stratos Wealth Advisors sold 326 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $32.6K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Stratos Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • Stratos Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 15 quarters since.
  • Stratos Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $2.02M in Q3 2025.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.