Affinity Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Affinity Capital Advisors’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 Q2	$413K	Sell	3,738 -115	-3%	-$12.1K	0.05%	122
2026 Q1	$375K	Sell	3,853 -2	-0.1%	-$200	0.05%	118
2025 Q4	$371K	Sell	3,855 -8	-0.2%	-$769	0.05%	118
2025 Q3	$374K	Sell	3,863 -2,825	-42%	-$268K	0.06%	113
2025 Q2	$615K	Buy	6,688 +2,330	+53%	+$201K	0.11%	86
2025 Q1	$347K	Sell	4,358 -257	-6%	-$22.9K	0.07%	109
2024 Q4	$410K	Sell	4,615 -24	-0.5%	-$2.18K	0.08%	104
2024 Q3	$409K	Sell	4,639 -129	-3%	-$10.9K	0.08%	107
2024 Q2	$387K	Buy	4,768 +59	+1%	+$4.8K	0.08%	108
2024 Q1	$396K	Sell	4,709 -57	-1%	-$4.52K	0.09%	107
2023 Q4	$370K	Buy	4,766 +1,280	+37%	+$90.9K	0.09%	102
2023 Q3	$241K	Buy	+3,486	New	+$254K	0.07%	113

Other funds holding IWR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return