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 Q3	$391K	Sell	3,556 -182	-5%	-$20.1K	0.05%	135
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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Affinity Capital Advisors's IWR Position: Q3 2026 in Review

Affinity Capital Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.9% in Q3 2026, selling an estimated $20.1K and leaving 3,556 shares worth $391K. The position accounts for 0.05% of the portfolio, ranked #135.

Affinity Capital Advisors first reported a position in IWR in Q3 2023 and has held it in 13 quarters since. The position peaked at $615K in Q2 2025. 595 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Affinity Capital Advisors held 3,556 shares of iShares Russell Mid-Cap ETF worth $391K as of Q3 2026.
Affinity Capital Advisors sold 182 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $20.1K.
iShares Russell Mid-Cap ETF made up 0.05% of Affinity Capital Advisors's portfolio in Q3 2026, its #135 holding.
Affinity Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and has held it in 13 quarters since.
Affinity Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $615K in Q2 2025.
595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Affinity Capital Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.