Atlas Brown’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atlas Brown’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 Q2	$1.59M	Sell	14,399 -281	-2%	-$29.6K	0.43%	63
2026 Q1	$1.43M	Sell	14,680 -30	-0.2%	-$3K	0.43%	65
2025 Q4	$1.42M	Sell	14,710 -587	-4%	-$56.4K	0.42%	61
2025 Q3	$1.48M	Sell	15,297 -192	-1%	-$18.2K	0.44%	60
2025 Q2	$1.42M	Sell	15,489 -222	-1%	-$19.2K	0.46%	59
2025 Q1	$1.34M	Sell	15,711 -554	-3%	-$49.4K	0.47%	62
2024 Q4	$1.44M	Buy	16,265 +2	+0%	+$182	0.49%	55
2024 Q3	$1.43M	Sell	16,263 -678	-4%	-$57.1K	0.5%	58
2024 Q2	$1.37M	Buy	16,941 +1,511	+10%	+$123K	0.49%	56
2024 Q1	$1.3M	Buy	15,430 +3,820	+33%	+$303K	0.47%	65
2023 Q4	$902K	Sell	11,610 -180	-2%	-$12.8K	0.37%	79
2023 Q3	$816K	Sell	11,790 -178	-1%	-$13K	0.37%	84
2023 Q2	$874K	Sell	11,968 -237	-2%	-$16.5K	0.38%	78
2023 Q1	$853K	Sell	12,205 -210	-2%	-$14.8K	0.39%	79
2022 Q4	$837K	Buy	12,415 +3	+0%	+$202	0.41%	77
2022 Q3	$771K	Buy	12,412 +3	+0%	+$206	0.39%	81
2022 Q2	$802K	Buy	12,409 +1	+0%	+$71	0.38%	81
2022 Q1	$968K	Buy	12,408 +80	+0.6%	+$6.16K	0.39%	77
2021 Q4	$1.02M	Sell	12,328 -1,498	-11%	-$123K	0.4%	78
2021 Q3	$1.08M	Buy	13,826 +268	+2%	+$21.5K	0.47%	69
2021 Q2	$1.07M	Sell	13,558 -124	-0.9%	-$9.62K	0.46%	69
2021 Q1	$1.01M	Sell	13,682 -704	-5%	-$50.9K	0.48%	72
2020 Q4	$986K	Buy	14,386 +1	+0%	+$64	0.51%	64
2020 Q3	$825K	Hold	14,385	–	–	0.49%	67
2020 Q2	$771K	Buy	14,385 +1	+0%	+$50	0.49%	68
2020 Q1	$621K	Sell	14,384 -992	-6%	-$54.6K	0.49%	67
2019 Q4	$917K	Buy	15,376 +1	+0%	+$57	0.57%	59
2019 Q3	$860K	Hold	15,375	–	–	0.61%	53
2019 Q2	$859K	Buy	15,375 +1	+0%	+$55	0.59%	54
2019 Q1	$829K	Sell	15,374 -6,415	-29%	-$332K	0.59%	50
2018 Q4	$1.01M	Buy	21,789 +1	+0%	+$50	0.78%	44
2018 Q3	$1.2M	Hold	21,788	–	–	0.74%	46
2018 Q2	$1.18M	Sell	21,788 -280	-1%	-$14.7K	0.28%	47
2018 Q1	$1.14M	Buy	22,068 +10,920	+98%	+$575K	0.21%	48
2017 Q4	$609K	Sell	11,148 -200	-2%	-$10.2K	0.11%	78
2017 Q3	$559K	Buy	11,348 +740	+7%	+$35.7K	0.12%	75
2017 Q2	$509K	Buy	10,608 +4,592	+76%	+$218K	0.45%	71
2017 Q1	$282K	Sell	6,016 -460	-7%	-$21.3K	0.22%	109
2016 Q4	$282K	Hold	6,476	–	–	0.12%	102
2016 Q3	$282K	Sell	6,476 -232	-3%	-$10.1K	0.12%	102
2016 Q2	$282K	Sell	6,708 -592	-8%	-$24.4K	0.11%	102
2016 Q1	$297K	Hold	7,300	–	–	0.12%	99
2015 Q4	$266K	Sell	7,300 -212	-3%	-$8.64K	0.17%	93
2015 Q3	$292K	Buy	7,512 +60	+0.8%	+$2.48K	0.13%	87
2015 Q2	$320K	Buy	7,452 +2,320	+45%	+$101K	0.12%	88
2015 Q1	$222K	Sell	5,132 -24,872	-83%	-$1.06M	0.06%	100
2014 Q4	$1.25M	Buy	30,004 +56	+0.2%	+$2.27K	0.34%	32
2014 Q3	$1.19M	Hold	29,948	–	–	0.44%	30
2014 Q2	$1.22M	Hold	29,948	–	–	0.6%	23
2014 Q1	$1.16M	Buy	+29,948	New	+$1.14M	0.62%	23
2013 Q3	–	Sell	-32,600	Closed	-$1.06M	–	87
2013 Q2	$1.06M	Buy	+32,600	New	+$1.06M	0.23%	51

Other funds holding IWR

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return