UMB Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

UMB Private Wealth Management’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 Q3	$2.39M	Buy	+22,388	New	+$2.48M	2.31%	9

Other funds holding IWR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

UMB Private Wealth Management's IWR Position: Q3 2026 in Review

UMB Private Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 22,388 shares worth $2.39M. The stake represents 2.31% of the portfolio and ranks #9 among its holdings.

785 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

UMB Private Wealth Management held 22,388 shares of iShares Russell Mid-Cap ETF worth $2.39M as of Q3 2026.
iShares Russell Mid-Cap ETF was a new UMB Private Wealth Management position in Q3 2026.
iShares Russell Mid-Cap ETF made up 2.31% of UMB Private Wealth Management's portfolio in Q3 2026, its #9 holding.
785 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on UMB Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.