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 Q1	$376K	Buy	+3,868	New	+$386K	0.05%	343

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

United Advisor Group's IWR Position: Q1 2026 in Review

United Advisor Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 3,868 shares worth $376K. The stake represents 0.05% of the portfolio and ranks #343 among its holdings.

1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

United Advisor Group held 3,868 shares of iShares Russell Mid-Cap ETF worth $376K as of Q1 2026.
iShares Russell Mid-Cap ETF was a new United Advisor Group position in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.05% of United Advisor Group's portfolio in Q1 2026, its #343 holding.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.