VWA
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Valued Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Valued Wealth 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 		$5.74K Hold
52
– – ﹤0.01% 420
2026
Q1 		$5.06K Hold
52
– – ﹤0.01% 401
2025
Q4 		$5.01K Hold
52
– – ﹤0.01% 303
2025
Q3 		$5.02K Hold
52
– – ﹤0.01% 286
2025
Q2 		$4.78K Buy
+52
New +$4.49K ﹤0.01% 287

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Valued Wealth Advisors's IWR Position: Q2 2026 in Review

Valued Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 52 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Valued Wealth Advisors first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Valued Wealth Advisors held 52 shares of iShares Russell Mid-Cap ETF worth $5.74K as of Q2 2026.
  • Valued Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #420 holding.
  • Valued Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.