Wealthspire Advisors (New York)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wealthspire Advisors (New York)’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	$22.2M	Buy	201,014 +20	+0%	+$2.1K	0.12%	114
2026 Q1	$19.5M	Sell	200,994 -2,095	-1%	-$209K	0.15%	76
2025 Q4	$19.6M	Sell	203,089 -187,127	-48%	-$18M	0.16%	74
2025 Q3	$37.7M	Buy	390,216 +5,822	+2%	+$552K	0.2%	58
2025 Q2	$35.4M	Sell	384,394 -10,604	-3%	-$916K	0.2%	57
2025 Q1	$33.6M	Buy	394,998 +212,463	+116%	+$18.9M	0.2%	59
2024 Q4	$16.1M	Buy	182,535 +8,050	+5%	+$731K	0.16%	70
2024 Q3	$15.4M	Buy	174,485 +19,675	+13%	+$1.66M	0.16%	74
2024 Q2	$12.6M	Buy	154,810 +13,609	+10%	+$1.11M	0.16%	67
2024 Q1	$11.9M	Buy	141,201 +2,813	+2%	+$223K	0.16%	64
2023 Q4	$10.8M	Buy	138,388 +4,505	+3%	+$320K	0.15%	66
2023 Q3	$9.27M	Buy	133,883 +109,170	+442%	+$7.96M	0.15%	66
2023 Q2	$1.8M	Hold	24,713	–	–	0.03%	163
2023 Q1	$1.73M	Sell	24,713 -430	-2%	-$30.4K	0.03%	168
2022 Q4	$1.7M	Sell	25,143 -883	-3%	-$59.5K	0.03%	174
2022 Q3	$1.62M	Buy	26,026 +15,694	+152%	+$1.08M	0.03%	166
2022 Q2	$668K	Buy	10,332 +3,653	+55%	+$260K	0.01%	276
2022 Q1	$521K	Buy	6,679 +12	+0.2%	+$924	0.01%	268
2021 Q4	$553K	Sell	6,667 -5	-0.1%	-$410	0.01%	307
2021 Q3	$522K	Sell	6,672 -171	-2%	-$13.7K	0.01%	348
2021 Q2	$542K	Sell	6,843 -369	-5%	-$28.6K	0.01%	217
2021 Q1	$533K	Buy	7,212 +12	+0.2%	+$867	0.01%	381
2020 Q4	$494K	Buy	+7,200	New	+$459K	0.01%	310
2020 Q2	–	Sell	-4,760	Closed	-$205K	–	411
2020 Q1	$205K	Buy	+4,760	New	+$262K	0.01%	492

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

Wealthspire Advisors (New York)'s IWR Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.01% in Q2 2026, buying an estimated $2.1K and bringing the position to 201,014 shares worth $22.2M. The position accounts for 0.12% of the portfolio, ranked #114.

Wealthspire Advisors (New York) first reported a position in IWR in Q1 2020 and has held it in 24 quarters since. The position peaked at $37.7M in Q3 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Wealthspire Advisors (New York) held 201,014 shares of iShares Russell Mid-Cap ETF worth $22.2M as of Q2 2026.
Wealthspire Advisors (New York) bought 20 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.1K.
iShares Russell Mid-Cap ETF made up 0.12% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #114 holding.
Wealthspire Advisors (New York) first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s iShares Russell Mid-Cap ETF position peaked at $37.7M in Q3 2025.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.