Argent Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Argent Capital Management’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	–	Sell	-2,750	Closed	-$303K	–	181
2026 Q2	$303K	Buy	+2,750	New	+$289K	0.01%	160
2026 Q1	–	Sell	-80,192	Closed	-$7.72M	–	172
2025 Q4	$7.72M	Buy	+80,192	New	+$7.71M	0.22%	56
2025 Q2	–	Sell	-84,761	Closed	-$7.21M	–	160
2025 Q1	$7.21M	Buy	84,761 +81,951	+2,916%	+$7.31M	0.22%	57
2024 Q4	$248K	Buy	+2,810	New	+$255K	0.01%	153
2024 Q3	–	Sell	-2,610	Closed	-$212K	–	158
2024 Q2	$212K	Buy	+2,610	New	+$212K	0.01%	153
2024 Q1	–	Sell	-72,578	Closed	-$5.64M	–	155
2023 Q4	$5.64M	Buy	+72,578	New	+$5.16M	0.18%	57
2022 Q3	–	Sell	-12,568	Closed	-$813K	–	169
2022 Q2	$813K	Buy	+12,568	New	+$895K	0.03%	112
2022 Q1	–	Sell	-10,034	Closed	-$833K	–	184
2021 Q4	$833K	Buy	10,034 +5,629	+128%	+$462K	0.02%	118
2021 Q3	$345K	Buy	+4,405	New	+$353K	0.01%	162

Other funds holding IWR

VFA

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

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

AWE

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

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Argent Capital Management's IWR Position: Q3 2026 in Review

Argent Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2026, closing a stake of 2,750 shares — an estimated $303K sold.

Argent Capital Management first reported a position in IWR in Q3 2021 and held it in 9 quarters. The position peaked at $7.72M in Q4 2025. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Argent Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Argent Capital Management sold 2,750 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $303K.
Argent Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and held it in 9 quarters.
Argent Capital Management's iShares Russell Mid-Cap ETF position peaked at $7.72M in Q4 2025.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Argent Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.