United Capital Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

United Capital Financial 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	$6.24M	Sell	56,528 -699	-1%	-$73.5K	0.03%	332
2026 Q1	$5.56M	Sell	57,227 -8,215	-13%	-$821K	0.03%	346
2025 Q4	$6.3M	Buy	65,442 +11,153	+21%	+$1.07M	0.04%	310
2025 Q3	$5.24M	Sell	54,289 -1,361	-2%	-$129K	0.04%	301
2025 Q2	$5.12M	Sell	55,650 -1,828	-3%	-$158K	0.04%	277
2025 Q1	$4.89M	Sell	57,478 -1,566	-3%	-$140K	0.04%	273
2024 Q4	$5.22M	Buy	59,044 +968	+2%	+$87.9K	0.04%	254
2024 Q3	$5.12M	Sell	58,076 -21,553	-27%	-$1.82M	0.04%	258
2024 Q2	$6.46M	Buy	79,629 +33,948	+74%	+$2.76M	0.06%	227
2024 Q1	$3.84M	Sell	45,681 -9,757	-18%	-$773K	0.03%	318
2023 Q4	$4.31M	Sell	55,438 -12,020	-18%	-$854K	0.04%	310
2023 Q3	$4.67M	Buy	67,458 +5,165	+8%	+$377K	0.03%	309
2023 Q2	$4.55M	Buy	62,293 +9,790	+19%	+$681K	0.02%	327
2023 Q1	$3.67M	Sell	52,503 -16,149	-24%	-$1.14M	0.02%	359
2022 Q4	$4.63M	Buy	68,652 +10,350	+18%	+$698K	0.03%	339
2022 Q3	$3.62M	Sell	58,302 -7,450	-11%	-$512K	0.02%	377
2022 Q2	$4.25M	Buy	65,752 +11,203	+21%	+$797K	0.02%	359
2022 Q1	$4.26M	Sell	54,549 -467	-0.8%	-$35.9K	0.02%	391
2021 Q4	$4.57M	Buy	55,016 +644	+1%	+$52.9K	0.02%	382
2021 Q3	$4.25M	Sell	54,372 -1,335	-2%	-$107K	0.02%	398
2021 Q2	$4.41M	Sell	55,707 -101	-0.2%	-$7.83K	0.02%	391
2021 Q1	$4.13M	Sell	55,808 -5,218	-9%	-$377K	0.02%	381
2020 Q4	$4.18M	Buy	61,026 +2,277	+4%	+$145K	0.03%	382
2020 Q3	$3.37M	Sell	58,749 -2,237	-4%	-$127K	0.02%	405
2020 Q2	$3.27M	Sell	60,986 -13,688	-18%	-$686K	0.02%	427
2020 Q1	$3.22M	Sell	74,674 -5,010	-6%	-$276K	0.03%	405
2019 Q4	$4.75M	Buy	79,684 +10,092	+15%	+$579K	0.03%	431
2019 Q3	$3.89M	Buy	69,592 +1,204	+2%	+$67.3K	0.03%	469
2019 Q2	$3.82M	Buy	68,388 +2,455	+4%	+$135K	0.03%	470
2019 Q1	$3.56M	Sell	65,933 -209,827	-76%	-$10.9M	0.03%	472
2018 Q4	$12.8M	Buy	275,760 +197,784	+254%	+$9.98M	0.1%	214
2018 Q3	$4.3M	Buy	77,976 +68	+0.1%	+$3.73K	0.03%	461
2018 Q2	$4.13M	Sell	77,908 -8,412	-10%	-$443K	0.03%	452
2018 Q1	$4.46M	Buy	86,320 +13,916	+19%	+$733K	0.03%	428
2017 Q4	$3.79M	Sell	72,404 -4,200	-5%	-$213K	0.03%	457
2017 Q3	$3.78M	Buy	76,604 +3,672	+5%	+$177K	0.03%	439
2017 Q2	$3.5M	Sell	72,932 -9,284	-11%	-$440K	0.03%	445
2017 Q1	$3.85M	Sell	82,216 -6,388	-7%	-$296K	0.04%	422
2016 Q4	$3.96M	Sell	88,604 -880	-1%	-$38.5K	0.04%	414
2016 Q3	$3.9M	Sell	89,484 -17,792	-17%	-$771K	0.04%	432
2016 Q2	$4.51M	Sell	107,276 -21,380	-17%	-$883K	0.05%	378
2016 Q1	$5.24M	Sell	128,656 -86,168	-40%	-$3.28M	0.06%	325
2015 Q4	$8.6M	Buy	214,824 +53,860	+33%	+$2.2M	0.1%	232
2015 Q3	$6.26M	Sell	160,964 -14,632	-8%	-$606K	0.08%	272
2015 Q2	$7.48M	Buy	175,596 +103,256	+143%	+$4.49M	0.09%	268
2015 Q1	$3.1M	Sell	72,340 -10,264	-12%	-$436K	0.04%	457
2014 Q4	$3.45M	Sell	82,604 -11,600	-12%	-$471K	0.05%	341
2014 Q3	$3.73M	Buy	+94,204	New	+$3.79M	0.06%	304
2014 Q2	–	Sell	-25,224	Closed	-$976K	–	872
2014 Q1	$976K	Sell	25,224 -104	-0.4%	-$3.94K	0.02%	498
2013 Q4	$950K	Buy	25,328 +11,280	+80%	+$408K	0.03%	340
2013 Q3	$488K	Sell	14,048 -16,060	-53%	-$549K	0.02%	444
2013 Q2	$978K	Buy	+30,108	New	+$976K	0.03%	408

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

United Capital Financial Advisors's IWR Position: Q2 2026 in Review

United Capital Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2026, selling an estimated $73.5K and leaving 56,528 shares worth $6.24M. The position accounts for 0.03% of the portfolio, ranked #332.

United Capital Financial Advisors first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.8M in Q4 2018. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

United Capital Financial Advisors held 56,528 shares of iShares Russell Mid-Cap ETF worth $6.24M as of Q2 2026.
United Capital Financial Advisors sold 699 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $73.5K.
iShares Russell Mid-Cap ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q2 2026, its #332 holding.
United Capital Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
United Capital Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $12.8M in Q4 2018.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.