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World Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

World Investment 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 		$3.26M Sell
33,305
-779
-2% -$81.9K 0.05% 356
2026
Q1 		$3.31M Sell
34,084
-592
-2% -$59.1K 0.05% 357
2025
Q4 		$3.34M Buy
34,676
+3,681
+12% +$354K 0.05% 347
2025
Q3 		$2.99M Sell
30,995
-188
-0.6% -$17.8K 0.06% 322
2025
Q2 		$2.87M Buy
31,183
+10,713
+52% +$925K 0.07% 312
2025
Q1 		$1.74M Buy
20,470
+29
+0.1% +$2.59K 0.05% 374
2024
Q4 		$1.81M Buy
20,441
+9,452
+86% +$858K 0.05% 346
2024
Q3 		$969K Buy
10,989
+1,143
+12% +$96.3K 0.03% 435
2024
Q2 		$798K Buy
9,846
+6,363
+183% +$518K 0.05% 317
2024
Q1 		$293K Sell
3,483
-4,807
-58% -$381K 0.04% 311
2023
Q4 		$644K Buy
8,290
+2,250
+37% +$160K 0.08% 192
2023
Q3 		$420K Sell
6,040
-246
-4% -$17.9K 0.08% 159
2023
Q2 		$459K Sell
6,286
-30
-0.5% -$2.09K 0.09% 144
2023
Q1 		$442K Sell
6,316
-112
-2% -$7.91K 0.09% 144
2022
Q4 		$434K Sell
6,428
-80
-1% -$5.39K 0.1% 142
2022
Q3 		$404K Buy
6,508
+1,112
+21% +$76.5K 0.1% 152
2022
Q2 		$385K Sell
5,396
-1,592
-23% -$113K 0.08% 172
2022
Q1 		$545K Sell
6,988
-2,935
-30% -$226K 0.11% 136
2021
Q4 		$774K Sell
9,923
-24,430
-71% -$2.01M 0.16% 107
2021
Q3 		$2.69M Buy
34,353
+2,332
+7% +$187K 0.61% 27
2021
Q2 		$2.54M Buy
32,021
+1,061
+3% +$82.3K 0.58% 31
2021
Q1 		$2.35M Buy
30,960
+1,583
+5% +$114K 0.56% 33
2020
Q4 		$2.18M Buy
29,377
+3,810
+15% +$243K 0.55% 34
2020
Q3 		$1.47M Buy
25,567
+1,615
+7% +$91.9K 0.5% 39
2020
Q2 		$1.4M Buy
+23,952
New +$1.2M 0.49% 36
2020
Q1 		– Sell
-4,104
Closed -$245K – 160
2019
Q4 		$245K Hold
4,104
– – 0.1% 132
2019
Q3 		$230K Hold
4,104
– – 0.1% 127
2019
Q2 		$228K Buy
4,104
+40
+1% +$2.19K 0.1% 120
2019
Q1 		$219K Sell
4,064
-3,280
-45% -$170K 0.1% 111
2018
Q4 		$388K Buy
+7,344
New +$370K 0.17% 81

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

World Investment Advisors's IWR Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.3% in Q2 2026, selling an estimated $81.9K and leaving 33,305 shares worth $3.26M. The position accounts for 0.05% of the portfolio, ranked #356.

World Investment Advisors first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.34M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • World Investment Advisors held 33,305 shares of iShares Russell Mid-Cap ETF worth $3.26M as of Q2 2026.
  • World Investment Advisors sold 779 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $81.9K.
  • iShares Russell Mid-Cap ETF made up 0.05% of World Investment Advisors's portfolio in Q2 2026, its #356 holding.
  • World Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • World Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $3.34M in Q4 2025.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.