Rothwell Investment Advisors, LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rothwell Investment 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 Q3	$5.38K	Buy	+50	New	+$5.53K	﹤0.01%	896

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 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

Rothwell Investment Advisors, LLC's IWR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 50 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Rothwell Investment Advisors, LLC held 50 shares of iShares Russell Mid-Cap ETF worth $5.38K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #896 holding.
1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.