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

WCG 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 Q1	$1.28M	Buy	13,169 +2,251	+21%	+$225K	0.04%	338
2025 Q4	$1.05M	Buy	+10,918	New	+$1.05M	0.03%	355
2024 Q1	–	Sell	-12,807	Closed	-$995K	–	286
2023 Q4	$995K	Buy	12,807 +462	+4%	+$32.8K	0.07%	206
2023 Q3	$855K	Buy	+12,345	New	+$901K	0.06%	211

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

WCG Wealth Advisors's IWR Position: Q1 2026 in Review

WCG Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 21% in Q1 2026, buying an estimated $225K and bringing the position to 13,169 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #338.

WCG Wealth Advisors first reported a position in IWR in Q3 2023 and has held it in 4 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

WCG Wealth Advisors held 13,169 shares of iShares Russell Mid-Cap ETF worth $1.28M as of Q1 2026.
WCG Wealth Advisors bought 2,251 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $225K.
iShares Russell Mid-Cap ETF made up 0.04% of WCG Wealth Advisors's portfolio in Q1 2026, its #338 holding.
WCG Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 4 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.