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United Advisor Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

United Advisor Group’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 		$486K Buy
4,404
+536
+14% +$56.4K 0.05% 325
2026
Q1 		$376K Buy
+3,868
New +$386K 0.05% 343

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

United Advisor Group's IWR Position: Q2 2026 in Review

United Advisor Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q2 2026, buying an estimated $56.4K and bringing the position to 4,404 shares worth $486K. The position accounts for 0.05% of the portfolio, ranked #325.

United Advisor Group first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • United Advisor Group held 4,404 shares of iShares Russell Mid-Cap ETF worth $486K as of Q2 2026.
  • United Advisor Group bought 536 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $56.4K.
  • iShares Russell Mid-Cap ETF made up 0.05% of United Advisor Group's portfolio in Q2 2026, its #325 holding.
  • United Advisor Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.