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

Acima Private Wealth’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	$311K	Hold	2,915	–	–	0.09%	95
2026 Q2	$322K	Sell	2,915 -489	-14%	-$51.4K	0.09%	99
2026 Q1	$331K	Hold	3,404	–	–	0.1%	98
2025 Q4	$328K	Hold	3,404	–	–	0.1%	100
2025 Q3	$329K	Hold	3,404	–	–	0.1%	102
2025 Q2	$313K	Hold	3,404	–	–	0.11%	100
2025 Q1	$290K	Hold	3,404	–	–	0.1%	102
2024 Q4	$301K	Hold	3,404	–	–	0.1%	106
2024 Q3	$300K	Hold	3,404	–	–	0.1%	106
2024 Q2	$276K	Hold	3,404	–	–	0.1%	103
2024 Q1	$286K	Hold	3,404	–	–	0.11%	107
2023 Q4	$265K	Hold	3,404	–	–	0.1%	111
2023 Q3	$236K	Hold	3,404	–	–	0.1%	119
2023 Q2	$249K	Sell	3,404 -840	-20%	-$58.4K	0.12%	117
2023 Q1	$297K	Hold	4,244	–	–	0.15%	104
2022 Q4	$286K	Hold	4,244	–	–	0.15%	103
2022 Q3	$264K	Hold	4,244	–	–	0.14%	103
2022 Q2	$274K	Hold	4,244	–	–	0.14%	105
2022 Q1	$331K	Hold	4,244	–	–	0.15%	105
2021 Q4	$352K	Hold	4,244	–	–	0.15%	102
2021 Q3	$332K	Hold	4,244	–	–	0.15%	97
2021 Q2	$336K	Hold	4,244	–	–	0.15%	98
2021 Q1	$314K	Hold	4,244	–	–	0.15%	100
2020 Q4	$291K	Hold	4,244	–	–	0.15%	102
2020 Q3	$244K	Hold	4,244	–	–	0.15%	100
2020 Q2	$227K	Hold	4,244	–	–	0.15%	111
2020 Q1	$183K	Hold	4,244	–	–	0.14%	116
2019 Q4	$253K	Hold	4,244	–	–	0.17%	124
2019 Q3	$237K	Hold	4,244	–	–	0.18%	116
2019 Q2	$237K	Hold	4,244	–	–	0.19%	111
2019 Q1	$229K	Sell	4,244 -1,000	-19%	-$51.8K	0.2%	110
2018 Q4	$244K	Buy	+5,244	New	+$265K	0.24%	96

Other funds holding IWR

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

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Acima Private Wealth's IWR Position: Q3 2026 in Review

Acima Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,915 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #95.

Acima Private Wealth first reported a position in IWR in Q4 2018 and has held it in 32 quarters since. The position peaked at $352K in Q4 2021. 226 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Acima Private Wealth held 2,915 shares of iShares Russell Mid-Cap ETF worth $311K as of Q3 2026.
Acima Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.09% of Acima Private Wealth's portfolio in Q3 2026, its #95 holding.
Acima Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's iShares Russell Mid-Cap ETF position peaked at $352K in Q4 2021.
226 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.