Wealthfront Advisers
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Wealthfront Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealthfront Advisers’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 		$3.04M Sell
27,518
-819
-3% -$86.1K 0.01% 536
2026
Q1 		$2.76M Buy
28,337
+5,311
+23% +$531K 0.01% 548
2025
Q4 		$2.22M Buy
23,026
+4,284
+23% +$412K 0.01% 577
2025
Q3 		$1.81M Buy
18,742
+608
+3% +$57.6K ﹤0.01% 602
2025
Q2 		$1.67M Sell
18,134
-3,933
-18% -$340K ﹤0.01% 599
2025
Q1 		$1.88M Buy
22,067
+611
+3% +$54.5K 0.01% 551
2024
Q4 		$1.9M Buy
21,456
+6,057
+39% +$550K 0.01% 534
2024
Q3 		$1.36M Buy
15,399
+2,561
+20% +$216K ﹤0.01% 592
2024
Q2 		$1.04M Buy
12,838
+1,982
+18% +$161K ﹤0.01% 614
2024
Q1 		$913K Sell
10,856
-984
-8% -$78K ﹤0.01% 633
2023
Q4 		$920K Buy
11,840
+1,917
+19% +$136K ﹤0.01% 607
2023
Q3 		$687K Buy
9,923
+1,908
+24% +$139K ﹤0.01% 626
2023
Q2 		$585K Sell
8,015
-1,365
-15% -$94.9K ﹤0.01% 656
2023
Q1 		$656K Buy
9,380
+637
+7% +$45K ﹤0.01% 607
2022
Q4 		$590K Buy
8,743
+2,217
+34% +$149K ﹤0.01% 605
2022
Q3 		$406K Buy
6,526
+2,211
+51% +$152K ﹤0.01% 648
2022
Q2 		$279K Buy
4,315
+1,660
+63% +$118K ﹤0.01% 694
2022
Q1 		$207K Sell
2,655
-31
-1% -$2.39K ﹤0.01% 763
2021
Q4 		$223K Buy
+2,686
New +$220K ﹤0.01% 733

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers's IWR Position: Q2 2026 in Review

Wealthfront Advisers reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, selling an estimated $86.1K and leaving 27,518 shares worth $3.04M. The position accounts for 0.01% of the portfolio, ranked #536.

Wealthfront Advisers first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. 1,336 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Wealthfront Advisers held 27,518 shares of iShares Russell Mid-Cap ETF worth $3.04M as of Q2 2026.
  • Wealthfront Advisers sold 819 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $86.1K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #536 holding.
  • Wealthfront Advisers first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,336 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.