AP
IWR icon

Atwood & Palmer’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atwood & Palmer’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 		$17.6K Hold
165
– – ﹤0.01% 352
2026
Q2 		$18.2K Hold
165
– – ﹤0.01% 333
2026
Q1 		$16K Buy
+165
New +$16.5K ﹤0.01% 343
2024
Q2 		– Sell
-25
Closed -$2.1K – 447
2024
Q1 		$2.1K Buy
+25
New +$1.98K ﹤0.01% 369

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
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
SC
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

Atwood & Palmer's IWR Position: Q3 2026 in Review

Atwood & Palmer held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 165 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Atwood & Palmer first reported a position in IWR in Q1 2024 and has held it in 4 quarters since. The position peaked at $18.2K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Atwood & Palmer held 165 shares of iShares Russell Mid-Cap ETF worth $17.6K as of Q3 2026.
  • Atwood & Palmer left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q3 2026, its #352 holding.
  • Atwood & Palmer first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 4 quarters since.
  • Atwood & Palmer's iShares Russell Mid-Cap ETF position peaked at $18.2K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.