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

ARS Wealth Advisors 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 		$447K Sell
4,185
-198
-5% -$21.9K 0.03% 150
2026
Q2 		$484K Buy
4,383
+1,121
+34% +$118K 0.04% 141
2026
Q1 		$317K Buy
3,262
+1
+0% +$100 0.03% 156
2025
Q4 		$314K Buy
3,261
+2
+0.1% +$192 0.03% 145
2025
Q3 		$315K Buy
3,259
+2
+0.1% +$190 0.03% 140
2025
Q2 		$300K Sell
3,257
-242
-7% -$20.9K 0.03% 134
2025
Q1 		$298K Buy
3,499
+1
+0% +$89 0.04% 121
2024
Q4 		$309K Buy
3,498
+2
+0.1% +$182 0.04% 118
2024
Q3 		$308K Buy
3,496
+2
+0.1% +$169 0.04% 133
2024
Q2 		$283K Sell
3,494
-618
-15% -$50.3K 0.04% 132
2024
Q1 		$346K Buy
4,112
+1
+0% +$79 0.05% 119
2023
Q4 		$320K Sell
4,111
-251
-6% -$17.8K 0.05% 114
2023
Q3 		$302K Sell
4,362
-412
-9% -$30.1K 0.05% 110
2023
Q2 		$349K Sell
4,774
-1,683
-26% -$117K 0.06% 105
2023
Q1 		$452K Buy
6,457
+2,193
+51% +$155K 0.08% 84
2022
Q4 		$288K Sell
4,264
-1,582
-27% -$107K 0.05% 112
2022
Q3 		$363K Buy
5,846
+2
+0% +$138 0.06% 108
2022
Q2 		$378K Buy
5,844
+1
+0% +$71 0.05% 119
2022
Q1 		$456K Sell
5,843
-32
-0.5% -$2.46K 0.08% 84
2021
Q4 		$488K Sell
5,875
-505
-8% -$41.5K 0.08% 86
2021
Q3 		$499K Buy
+6,380
New +$511K 0.09% 81

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
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 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
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

ARS Wealth Advisors Group's IWR Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.5% in Q3 2026, selling an estimated $21.9K and leaving 4,185 shares worth $447K. The position accounts for 0.03% of the portfolio, ranked #150.

ARS Wealth Advisors Group first reported a position in IWR in Q3 2021 and has held it in 21 quarters since. The position peaked at $499K in Q3 2021. 738 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • ARS Wealth Advisors Group held 4,185 shares of iShares Russell Mid-Cap ETF worth $447K as of Q3 2026.
  • ARS Wealth Advisors Group sold 198 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $21.9K.
  • iShares Russell Mid-Cap ETF made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #150 holding.
  • ARS Wealth Advisors Group first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • ARS Wealth Advisors Group's iShares Russell Mid-Cap ETF position peaked at $499K in Q3 2021.
  • 738 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.