Wealthcare Advisory Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealthcare Advisory Partners’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	$470K	Sell	4,262 -22,992	-84%	-$2.42M	0.01%	728
2026 Q1	$2.65M	Buy	27,254 +3,741	+16%	+$374K	0.05%	308
2025 Q4	$2.26M	Sell	23,513 -1,613	-6%	-$155K	0.04%	331
2025 Q3	$2.43M	Buy	25,126 +1,476	+6%	+$140K	0.05%	296
2025 Q2	$2.18M	Buy	23,650 +426	+2%	+$36.8K	0.05%	309
2025 Q1	$1.98M	Sell	23,224 -340	-1%	-$30.3K	0.05%	285
2024 Q4	$2.08M	Buy	23,564 +325	+1%	+$29.5K	0.06%	263
2024 Q3	$2.05M	Buy	23,239 +650	+3%	+$54.8K	0.06%	266
2024 Q2	$1.83M	Buy	22,589 +2,178	+11%	+$177K	0.06%	253
2024 Q1	$1.72M	Buy	20,411 +11,181	+121%	+$886K	0.06%	260
2023 Q4	$717K	Sell	9,230 -21	-0.2%	-$1.49K	0.03%	403
2023 Q3	$641K	Sell	9,251 -1,897	-17%	-$138K	0.03%	372
2023 Q2	$814K	Buy	11,148 +251	+2%	+$17.5K	0.04%	333
2023 Q1	$762K	Buy	10,897 +5,305	+95%	+$375K	0.03%	352
2022 Q4	$377K	Buy	5,592 +2,296	+70%	+$155K	0.02%	481
2022 Q3	$205K	Sell	3,296 -321	-9%	-$22.1K	0.01%	563
2022 Q2	$234K	Buy	3,617 +336	+10%	+$23.9K	0.01%	486
2022 Q1	$256K	Buy	3,281 +578	+21%	+$44.5K	0.02%	460
2021 Q4	$224K	Buy	2,703 +110	+4%	+$9.03K	0.01%	517
2021 Q3	$203K	Buy	+2,593	New	+$208K	0.01%	518
2021 Q2	–	Sell	-1,730	Closed	-$128K	–	1209
2021 Q1	$128K	Buy	+1,730	New	+$125K	0.01%	597
2020 Q2	–	Sell	-1,568	Closed	-$68K	–	865
2020 Q1	$68K	Buy	1,568 +28	+2%	+$1.54K	0.01%	450
2019 Q4	$92K	Hold	1,540	–	–	0.01%	420
2019 Q3	$86K	Hold	1,540	–	–	0.01%	425
2019 Q2	$86K	Sell	1,540 -660	-30%	-$36.2K	0.01%	407
2019 Q1	$119K	Sell	2,200 -1,814	-45%	-$94K	0.02%	310
2018 Q4	$187K	Buy	4,014 +1,814	+82%	+$91.5K	0.04%	214
2018 Q3	$121K	Sell	2,200 -420	-16%	-$23K	0.02%	301
2018 Q2	$139K	Buy	2,620 +420	+19%	+$22.1K	0.03%	273
2018 Q1	$114K	Buy	2,200 +1,240	+129%	+$65.3K	0.03%	258
2017 Q4	$50K	Hold	960	–	–	0.01%	371
2017 Q3	$47K	Buy	960 +300	+45%	+$14.5K	0.01%	309
2017 Q2	$32K	Buy	+660	New	+$31.3K	0.02%	55

Other funds holding IWR

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Wealthcare Advisory Partners's IWR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 84% in Q2 2026, selling an estimated $2.42M and leaving 4,262 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #728.

Wealthcare Advisory Partners first reported a position in IWR in Q2 2017 and has held it in 33 quarters since. The position peaked at $2.65M in Q1 2026. 404 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Wealthcare Advisory Partners held 4,262 shares of iShares Russell Mid-Cap ETF worth $470K as of Q2 2026.
Wealthcare Advisory Partners sold 22,992 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.42M.
iShares Russell Mid-Cap ETF made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #728 holding.
Wealthcare Advisory Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2017 and has held it in 33 quarters since.
Wealthcare Advisory Partners's iShares Russell Mid-Cap ETF position peaked at $2.65M in Q1 2026.
404 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.