ALLSTREET CAPITAL ADVISORS LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ALLSTREET CAPITAL ADVISORS LLC’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 Q1	$283K	Buy	+2,912	New	+$291K	0.21%	55

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ALLSTREET CAPITAL ADVISORS LLC's IWR Position: Q1 2026 in Review

ALLSTREET CAPITAL ADVISORS LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 2,912 shares worth $283K. The stake represents 0.21% of the portfolio and ranks #55 among its holdings.

1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

ALLSTREET CAPITAL ADVISORS LLC held 2,912 shares of iShares Russell Mid-Cap ETF worth $283K as of Q1 2026.
iShares Russell Mid-Cap ETF was a new ALLSTREET CAPITAL ADVISORS LLC position in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.21% of ALLSTREET CAPITAL ADVISORS LLC's portfolio in Q1 2026, its #55 holding.
1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on ALLSTREET CAPITAL ADVISORS LLC's 13F filing for Q1 2026, filed 16 Jul 2026.