Advus Financial Partners, LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advus Financial Partners, 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 Q2	$260K	Hold	2,356	–	–	0.06%	217
2026 Q1	$229K	Hold	2,356	–	–	0.06%	226
2025 Q4	$227K	Hold	2,356	–	–	0.05%	221
2025 Q3	$227K	Sell	2,356 -20	-0.8%	-$1.9K	0.05%	239
2025 Q2	$219K	Buy	2,376 +11	+0.5%	+$950	0.06%	236
2025 Q1	$201K	Sell	2,365 -1	-0%	-$89	0.06%	233
2024 Q4	$209K	Hold	2,366	–	–	0.06%	217
2024 Q3	$209K	Buy	+2,366	New	+$199K	0.06%	216
2023 Q1	–	Sell	-3,672	Closed	-$248K	–	155
2022 Q4	$248K	Sell	3,672 -337	-8%	-$22.7K	0.11%	127
2022 Q3	$249K	Hold	4,009	–	–	0.13%	105
2022 Q2	$259K	Hold	4,009	–	–	0.14%	103
2022 Q1	$313K	Buy	+4,009	New	+$309K	0.16%	87
2021 Q3	$333K	Buy	+4,009	New	+$321K	0.18%	64

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

Advus Financial Partners, LLC's IWR Position: Q2 2026 in Review

Advus Financial Partners, LLC held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,356 shares worth $260K. The position accounts for 0.06% of the portfolio, ranked #217.

Advus Financial Partners, LLC first reported a position in IWR in Q3 2021 and has held it in 13 quarters since. The position peaked at $333K in Q3 2021. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Advus Financial Partners, LLC held 2,356 shares of iShares Russell Mid-Cap ETF worth $260K as of Q2 2026.
Advus Financial Partners, LLC left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #217 holding.
Advus Financial Partners, LLC first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
Advus Financial Partners, LLC's iShares Russell Mid-Cap ETF position peaked at $333K in Q3 2021.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.