VisionPoint Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

VisionPoint Advisory 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	$635K	Sell	5,752 -727	-11%	-$76.5K	0.1%	219
2026 Q1	$630K	Buy	6,479 +1,275	+25%	+$127K	0.12%	194
2025 Q4	$501K	Buy	5,204 +1,950	+60%	+$187K	0.1%	210
2025 Q3	$314K	Sell	3,254 -1,045	-24%	-$99.1K	0.06%	288
2025 Q2	$395K	Buy	+4,299	New	+$371K	0.09%	217
2025 Q1	–	Sell	-1,770	Closed	-$156K	–	258
2024 Q4	$156K	Hold	1,770	–	–	0.05%	204
2024 Q3	$156K	Hold	1,770	–	–	0.05%	197
2024 Q2	$144K	Sell	1,770 -90	-5%	-$7.33K	0.05%	189
2024 Q1	$156K	Hold	1,860	–	–	0.06%	180
2023 Q4	$145K	Buy	+1,860	New	+$132K	0.05%	170
2023 Q3	–	Sell	-1,860	Closed	-$136K	–	758
2023 Q2	$136K	Buy	+1,860	New	+$129K	0.06%	154

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

VisionPoint Advisory Group's IWR Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $76.5K and leaving 5,752 shares worth $635K. The position accounts for 0.1% of the portfolio, ranked #219.

VisionPoint Advisory Group first reported a position in IWR in Q2 2023 and has held it in 11 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

VisionPoint Advisory Group held 5,752 shares of iShares Russell Mid-Cap ETF worth $635K as of Q2 2026.
VisionPoint Advisory Group sold 727 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $76.5K.
iShares Russell Mid-Cap ETF made up 0.1% of VisionPoint Advisory Group's portfolio in Q2 2026, its #219 holding.
VisionPoint Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 11 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.