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

Summit Investment 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
2025
Q2 		$1.48M Buy
16,067
+134
+0.8% +$11.6K 1.22% 23
2025
Q1 		$1.35M Buy
15,933
+506
+3% +$45.1K 1.2% 23
2024
Q4 		$1.42M Buy
+15,427
New +$1.4M 1.27% 20

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Investment Advisors's IWR Position: Q2 2025 in Review

Summit Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.84% in Q2 2025, buying an estimated $11.6K and bringing the position to 16,067 shares worth $1.48M. The position accounts for 1.22% of the portfolio, ranked #23.

Summit Investment Advisors first reported a position in IWR in Q4 2024 and has held it in 3 quarters since. 1,442 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Summit Investment Advisors held 16,067 shares of iShares Russell Mid-Cap ETF worth $1.48M as of Q2 2025.
  • Summit Investment Advisors bought 134 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $11.6K.
  • iShares Russell Mid-Cap ETF made up 1.22% of Summit Investment Advisors's portfolio in Q2 2025, its #23 holding.
  • Summit Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,442 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Summit Investment Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.