Wealth Enhancement Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealth Enhancement Advisory Services’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	$61.9M	Buy	563,031 +8,603	+2%	+$905K	0.1%	178
2026 Q1	$54.5M	Sell	554,428 -304,187	-35%	-$30.4M	0.11%	171
2025 Q4	$85.7M	Buy	858,615 +31,864	+4%	+$3.06M	0.12%	164
2025 Q3	$79.9M	Sell	826,751 -1,756	-0.2%	-$166K	0.12%	161
2025 Q2	$77.6M	Sell	828,507 -8,590	-1%	-$742K	0.13%	158
2025 Q1	$71.2M	Buy	837,097 +14,273	+2%	+$1.27M	0.14%	148
2024 Q4	$72.7M	Sell	822,824 -3,656	-0.4%	-$332K	0.14%	145
2024 Q3	$72.8M	Buy	826,480 +6,737	+0.8%	+$568K	0.16%	130
2024 Q2	$66.5M	Buy	819,743 +31,025	+4%	+$2.53M	0.16%	137
2024 Q1	$66.3M	Sell	788,718 -16,975	-2%	-$1.35M	0.17%	125
2023 Q4	$62.6M	Sell	805,693 -505	-0.1%	-$35.9K	0.18%	122
2023 Q3	$55.8M	Buy	806,198 +797,992	+9,724%	+$58.2M	0.18%	120
2023 Q2	$599K	Buy	8,206 +138	+2%	+$9.6K	0.01%	329
2023 Q1	$564K	Buy	8,068 +3,687	+84%	+$260K	0.01%	376
2022 Q4	$314K	Sell	4,381 -247	-5%	-$16.7K	﹤0.01%	293
2022 Q3	$295K	Sell	4,628 -590	-11%	-$40.6K	﹤0.01%	297
2022 Q2	$347K	Sell	5,218 -39	-0.7%	-$2.78K	﹤0.01%	299
2022 Q1	$414K	Buy	5,257 +91	+2%	+$7K	0.01%	277
2021 Q4	$395K	Sell	5,166 -302	-6%	-$24.8K	0.01%	260
2021 Q3	$455K	Buy	5,468 +5	+0.1%	+$401	0.01%	257
2021 Q2	$427K	Sell	5,463 -1,611	-23%	-$125K	0.01%	242
2021 Q1	$535K	Buy	7,074 +3,501	+98%	+$253K	0.01%	227
2020 Q4	$253K	Buy	+3,573	New	+$228K	0.01%	209

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

Wealth Enhancement Advisory Services's IWR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, buying an estimated $905K and bringing the position to 563,031 shares worth $61.9M. The position accounts for 0.1% of the portfolio, ranked #178.

Wealth Enhancement Advisory Services first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $85.7M in Q4 2025. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Wealth Enhancement Advisory Services held 563,031 shares of iShares Russell Mid-Cap ETF worth $61.9M as of Q2 2026.
Wealth Enhancement Advisory Services bought 8,603 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $905K.
iShares Russell Mid-Cap ETF made up 0.1% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #178 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Wealth Enhancement Advisory Services's iShares Russell Mid-Cap ETF position peaked at $85.7M in Q4 2025.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.