AAF Wealth Management
IWR icon

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

AAF 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 		$447K Sell
4,190
-86
-2% -$9.5K 0.16% 35
2026
Q2 		$472K Sell
4,276
-1,751
-29% -$184K 0.17% 37
2026
Q1 		$586K Sell
6,027
-6
-0.1% -$599 0.24% 33
2025
Q4 		$581K Sell
6,033
-213
-3% -$20.5K 0.24% 32
2025
Q3 		$603K Buy
6,246
+1,107
+22% +$105K 0.27% 30
2025
Q2 		$473K Sell
5,139
-230
-4% -$19.9K 0.22% 33
2025
Q1 		$457K Sell
5,369
-2,873
-35% -$256K 0.25% 30
2024
Q4 		$729K Buy
8,242
+1,408
+21% +$128K 0.37% 23
2024
Q3 		$602K Sell
6,834
-312
-4% -$26.3K 0.3% 27
2024
Q2 		$579K Sell
7,146
-1,426
-17% -$116K 0.3% 26
2024
Q1 		$721K Sell
8,572
-80
-0.9% -$6.34K 0.41% 19
2023
Q4 		$673K Sell
8,652
-1,112
-11% -$79K 0.39% 25
2023
Q3 		$676K Sell
9,764
-393
-4% -$28.7K 0.43% 20
2023
Q2 		$742K Sell
10,157
-407
-4% -$28.3K 0.46% 19
2023
Q1 		$739K Sell
10,564
-1,097
-9% -$77.5K 0.48% 18
2022
Q4 		$787K Buy
11,661
+5,128
+78% +$346K 0.56% 16
2022
Q3 		$406K Sell
6,533
-98
-1% -$6.74K 0.32% 22
2022
Q2 		$429K Sell
6,631
-99
-1% -$7.05K 0.32% 20
2022
Q1 		$525K Sell
6,730
-166
-2% -$12.8K 0.35% 19
2021
Q4 		$572K Sell
6,896
-38
-0.5% -$3.12K 0.41% 13
2021
Q3 		$542K Buy
6,934
+3
+0% +$240 0.41% 13
2021
Q2 		$549K Sell
6,931
-191
-3% -$14.8K 0.42% 13
2021
Q1 		$526K Sell
7,122
-187
-3% -$13.5K 0.45% 13
2020
Q4 		$501K Buy
+7,309
New +$466K 0.45% 14

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

AAF Wealth Management's IWR Position: Q3 2026 in Review

AAF Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q3 2026, selling an estimated $9.5K and leaving 4,190 shares worth $447K. The position accounts for 0.16% of the portfolio, ranked #35.

AAF Wealth Management first reported a position in IWR in Q4 2020 and has held it in 24 quarters since. The position peaked at $787K in Q4 2022. 738 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • AAF Wealth Management held 4,190 shares of iShares Russell Mid-Cap ETF worth $447K as of Q3 2026.
  • AAF Wealth Management sold 86 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $9.5K.
  • iShares Russell Mid-Cap ETF made up 0.16% of AAF Wealth Management's portfolio in Q3 2026, its #35 holding.
  • AAF Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • AAF Wealth Management's iShares Russell Mid-Cap ETF position peaked at $787K in Q4 2022.
  • 738 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on AAF Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.