Accurate Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Accurate Wealth Management's IWR Position: Q3 2026 in Review
Accurate Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.1% in Q3 2026, buying an estimated $28.5K and bringing the position to 3,884 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #411.
Accurate Wealth Management first reported a position in IWR in Q2 2026 and has held it in 2 quarters since. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- Accurate Wealth Management held 3,884 shares of iShares Russell Mid-Cap ETF worth $426K as of Q3 2026.
- Accurate Wealth Management bought 258 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $28.5K.
- iShares Russell Mid-Cap ETF made up 0.04% of Accurate Wealth Management's portfolio in Q3 2026, its #411 holding.
- Accurate Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
- 1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.