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USAdvisors Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

USAdvisors Wealth Management’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 		$1.25M Sell
11,341
-131
-1% -$13.8K 0.36% 60
2026
Q1 		$1.09M Sell
11,472
-70
-0.6% -$6.99K 0.36% 61
2025
Q4 		$1.11M Buy
11,542
+39
+0.3% +$3.75K 0.37% 61
2025
Q3 		$1.11M Buy
11,503
+468
+4% +$44.4K 0.38% 61
2025
Q2 		$1.01M Buy
11,035
+25
+0.2% +$2.16K 0.38% 61
2025
Q1 		$936K Sell
11,010
-17
-0.2% -$1.52K 0.33% 64
2024
Q4 		$974K Buy
11,027
+67
+0.6% +$6.08K 0.32% 67
2024
Q3 		$964K Sell
10,960
-277
-2% -$23.3K 0.34% 65
2024
Q2 		$911K Sell
11,237
-233
-2% -$19K 0.32% 64
2024
Q1 		$962K Sell
11,470
-832
-7% -$65.9K 0.36% 63
2023
Q4 		$956K Buy
12,302
+47
+0.4% +$3.34K 0.4% 58
2023
Q3 		$848K Sell
12,255
-185
-1% -$13.5K 0.38% 64
2023
Q2 		$909K Sell
12,440
-137
-1% -$9.53K 0.43% 59
2023
Q1 		$879K Buy
12,577
+586
+5% +$41.4K 0.42% 61
2022
Q4 		$809K Buy
11,991
+652
+6% +$44K 0.39% 63
2022
Q3 		$705K Buy
11,339
+182
+2% +$12.5K 0.36% 66
2022
Q2 		$721K Sell
11,157
-233
-2% -$16.6K 0.36% 64
2022
Q1 		$889K Sell
11,390
-299
-3% -$23K 0.38% 63
2021
Q4 		$970K Sell
11,689
-970
-8% -$79.6K 0.39% 54
2021
Q3 		$990K Sell
12,659
-486
-4% -$38.9K 0.43% 54
2021
Q2 		$1.04M Sell
13,145
-106
-0.8% -$8.22K 0.57% 46
2021
Q1 		$980K Sell
13,251
-974
-7% -$70.4K 0.47% 49
2020
Q4 		$972K Buy
14,225
+5,726
+67% +$365K 0.47% 45
2020
Q3 		$487 Buy
8,499
+1,893
+29% +$108K 0.08% 52
2020
Q2 		$354K Buy
6,606
+570
+9% +$28.6K 0.19% 54
2020
Q1 		$261K Hold
6,036
– – 0.16% 60
2019
Q4 		$360K Buy
+6,036
New +$347K 0.19% 63

Other funds holding IWR

Truist Financial
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

USAdvisors Wealth Management's IWR Position: Q2 2026 in Review

USAdvisors Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, selling an estimated $13.8K and leaving 11,341 shares worth $1.25M. The position accounts for 0.36% of the portfolio, ranked #60.

USAdvisors Wealth Management first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 808 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • USAdvisors Wealth Management held 11,341 shares of iShares Russell Mid-Cap ETF worth $1.25M as of Q2 2026.
  • USAdvisors Wealth Management sold 131 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Russell Mid-Cap ETF made up 0.36% of USAdvisors Wealth Management's portfolio in Q2 2026, its #60 holding.
  • USAdvisors Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 808 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on USAdvisors Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.