West Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

West Financial 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 Q2	$115K	Hold	1,043	–	–	0.02%	81
2026 Q1	$101K	Hold	1,043	–	–	0.02%	75
2025 Q4	$100K	Buy	1,043 +3	+0.3%	+$288	0.02%	76
2025 Q3	$100K	Hold	1,040	–	–	0.02%	79
2025 Q2	$95.6K	Hold	1,040	–	–	0.02%	78
2025 Q1	$88.5K	Hold	1,040	–	–	0.02%	80
2024 Q4	$91.9K	Hold	1,040	–	–	0.02%	79
2024 Q3	$91.7K	Hold	1,040	–	–	0.02%	69
2024 Q2	$84.3K	Hold	1,040	–	–	0.02%	69
2024 Q1	$87.5K	Hold	1,040	–	–	0.02%	67
2023 Q4	$80.8K	Hold	1,040	–	–	0.02%	70
2023 Q3	$72K	Hold	1,040	–	–	0.02%	71
2023 Q2	$76K	Hold	1,040	–	–	0.02%	70
2023 Q1	$72.7K	Hold	1,040	–	–	0.02%	71
2022 Q4	$70.1K	Hold	1,040	–	–	0.02%	69
2022 Q3	$65K	Hold	1,040	–	–	0.02%	91
2022 Q2	$67K	Hold	1,040	–	–	0.02%	90
2022 Q1	$81K	Hold	1,040	–	–	0.02%	86
2021 Q4	$86K	Hold	1,040	–	–	0.02%	92
2021 Q3	$81K	Hold	1,040	–	–	0.02%	86
2021 Q2	$82K	Hold	1,040	–	–	0.03%	78
2021 Q1	$77K	Hold	1,040	–	–	0.03%	81
2020 Q4	$71K	Buy	+1,040	New	+$66.2K	0.03%	81

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

West Financial Advisors's IWR Position: Q2 2026 in Review

West Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,043 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #81.

West Financial Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

West Financial Advisors held 1,043 shares of iShares Russell Mid-Cap ETF worth $115K as of Q2 2026.
West Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of West Financial Advisors's portfolio in Q2 2026, its #81 holding.
West Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.