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

Ulland 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
2026 Q2	$334K	Hold	3,025	–	–	0.25%	63
2026 Q1	$294K	Hold	3,025	–	–	0.25%	61
2025 Q4	$291K	Hold	3,025	–	–	0.23%	56
2025 Q3	$292K	Hold	3,025	–	–	0.22%	55
2025 Q2	$278K	Hold	3,025	–	–	0.21%	53
2025 Q1	$257K	Hold	3,025	–	–	0.21%	51
2024 Q4	$267K	Hold	3,025	–	–	0.17%	48
2024 Q3	$267K	Hold	3,025	–	–	0.2%	52
2024 Q2	$245K	Sell	3,025 -35	-1%	-$2.85K	0.17%	52
2024 Q1	$257K	Sell	3,060 -240	-7%	-$19K	0.21%	51
2023 Q4	$257K	Hold	3,300	–	–	0.26%	47
2023 Q3	$229K	Hold	3,300	–	–	0.25%	48
2023 Q2	$241K	Hold	3,300	–	–	0.25%	49
2023 Q1	$231K	Hold	3,300	–	–	0.27%	49
2022 Q4	$223K	Sell	3,300 -2,000	-38%	-$135K	0.27%	54
2022 Q3	$329K	Hold	5,300	–	–	0.36%	44
2022 Q2	$343K	Hold	5,300	–	–	0.35%	47
2022 Q1	$414K	Hold	5,300	–	–	0.31%	47
2021 Q4	$440K	Buy	+5,300	New	+$435K	0.28%	50

Other funds holding IWR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Ulland Investment Advisors's IWR Position: Q2 2026 in Review

Ulland Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,025 shares worth $334K. The position accounts for 0.25% of the portfolio, ranked #63.

Ulland Investment Advisors first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $440K in Q4 2021. 981 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Ulland Investment Advisors held 3,025 shares of iShares Russell Mid-Cap ETF worth $334K as of Q2 2026.
Ulland Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.25% of Ulland Investment Advisors's portfolio in Q2 2026, its #63 holding.
Ulland Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $440K in Q4 2021.
981 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.