Altus Wealth Group
IWR icon

Altus Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Altus Wealth Group’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 		$538K Buy
5,045
+4
+0.1% +$443 0.2% 73
2026
Q2 		$556K Sell
5,041
-130
-3% -$13.7K 0.2% 87
2026
Q1 		$503K Sell
5,171
-74
-1% -$7.39K 0.21% 82
2025
Q4 		$505K Sell
5,245
-47
-0.9% -$4.52K 0.2% 84
2025
Q3 		$511K Sell
5,292
-969
-15% -$91.9K 0.21% 85
2025
Q2 		$576K Sell
6,261
-2,385
-28% -$206K 0.25% 78
2025
Q1 		$736K Sell
8,646
-443
-5% -$39.5K 0.34% 59
2024
Q4 		$803K Buy
9,089
+1,065
+13% +$96.7K 0.36% 61
2024
Q3 		$707K Buy
8,024
+688
+9% +$58K 0.3% 73
2024
Q2 		$595K Sell
7,336
-2,491
-25% -$203K 0.3% 73
2024
Q1 		$826K Sell
9,827
-2,866
-23% -$227K 0.41% 58
2023
Q4 		$987K Buy
12,693
+365
+3% +$25.9K 0.55% 44
2023
Q3 		$854K Buy
12,328
+77
+0.6% +$5.62K 0.54% 44
2023
Q2 		$895K Sell
12,251
-1,599
-12% -$111K 0.55% 43
2023
Q1 		$968K Buy
13,850
+149
+1% +$10.5K 0.65% 36
2022
Q4 		$924K Buy
+13,701
New +$924K 0.7% 34
2021
Q2 		– Sell
-800
Closed -$62K – 146
2021
Q1 		$62K Sell
800
-41
-5% -$2.96K 0.06% 122
2020
Q4 		$58K Buy
+841
New +$53.6K 0.06% 196

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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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

Altus Wealth Group's IWR Position: Q3 2026 in Review

Altus Wealth Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.08% in Q3 2026, buying an estimated $443 and bringing the position to 5,045 shares worth $538K. The position accounts for 0.2% of the portfolio, ranked #73.

Altus Wealth Group first reported a position in IWR in Q4 2020 and has held it in 18 quarters since. The position peaked at $987K in Q4 2023. 864 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Altus Wealth Group held 5,045 shares of iShares Russell Mid-Cap ETF worth $538K as of Q3 2026.
  • Altus Wealth Group bought 4 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $443.
  • iShares Russell Mid-Cap ETF made up 0.2% of Altus Wealth Group's portfolio in Q3 2026, its #73 holding.
  • Altus Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 18 quarters since.
  • Altus Wealth Group's iShares Russell Mid-Cap ETF position peaked at $987K in Q4 2023.
  • 864 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.