Atala Financial
IWR icon

Atala Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atala Financial’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 		$2.06M Buy
19,291
+1,781
+10% +$197K 1.19% 25
2026
Q2 		$1.93M Sell
17,510
-616
-3% -$64.8K 1.17% 25
2026
Q1 		$1.77M Buy
18,126
+86
+0.5% +$8.59K 1.19% 28
2025
Q4 		$1.74M Buy
18,040
+498
+3% +$47.9K 1.11% 30
2025
Q3 		$1.69M Buy
17,542
+2,928
+20% +$278K 1.06% 32
2025
Q2 		$1.34M Sell
14,614
-111
-0.8% -$9.6K 0.93% 37
2025
Q1 		$1.25M Buy
14,725
+965
+7% +$86.1K 0.91% 35
2024
Q4 		$1.22M Buy
+13,760
New +$1.25M 0.85% 35

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 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
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 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

Atala Financial's IWR Position: Q3 2026 in Review

Atala Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q3 2026, buying an estimated $197K and bringing the position to 19,291 shares worth $2.06M. The position accounts for 1.19% of the portfolio, ranked #25.

Atala Financial first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. 898 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Atala Financial held 19,291 shares of iShares Russell Mid-Cap ETF worth $2.06M as of Q3 2026.
  • Atala Financial bought 1,781 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $197K.
  • iShares Russell Mid-Cap ETF made up 1.19% of Atala Financial's portfolio in Q3 2026, its #25 holding.
  • Atala Financial first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • 898 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Atala Financial's 13F filing for Q3 2026, filed 22 Oct 2026.