Avidian Wealth Enterprises’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.6M | Buy |
170,441
+1,901
| +1% | +$190K | 0.52% | 32 |
|
|
2025
Q4 | $16.2M | Buy |
168,540
+1,032
| +0.6% | +$99.2K | 0.59% | 31 |
|
|
2025
Q3 | $16.2M | Sell |
167,508
-7,948
| -5% | -$753K | 0.61% | 29 |
|
|
2025
Q2 | $16.1M | Sell |
175,456
-2,366
| -1% | -$204K | 0.66% | 32 |
|
|
2025
Q1 | $15.1M | Buy |
177,822
+399
| +0.2% | +$35.6K | 0.67% | 30 |
|
|
2024
Q4 | $15.7M | Buy |
177,423
+796
| +0.5% | +$72.2K | 0.7% | 27 |
|
|
2024
Q3 | $15.6M | Buy |
176,627
+1,983
| +1% | +$167K | 0.71% | 27 |
|
|
2024
Q2 | $14.2M | Buy |
174,644
+2,296
| +1% | +$187K | 0.59% | 29 |
|
|
2024
Q1 | $14.5M | Buy |
172,348
+40,625
| +31% | +$3.22M | 0.7% | 26 |
|
|
2023
Q4 | $10.2M | Sell |
131,723
-1,294
| -1% | -$91.9K | 0.63% | 34 |
|
|
2023
Q3 | $9.21M | Sell |
133,017
-1,572
| -1% | -$115K | 0.65% | 36 |
|
|
2023
Q2 | $9.83M | Buy |
134,589
+762
| +0.6% | +$53K | 0.64% | 35 |
|
|
2023
Q1 | $9.36M | Buy |
133,827
+9,023
| +7% | +$637K | 0.51% | 43 |
|
|
2022
Q4 | $8.42M | Sell |
124,804
-2,357
| -2% | -$159K | 0.55% | 37 |
|
|
2022
Q3 | $7.9M | Buy |
127,161
+26,303
| +26% | +$1.81M | 0.57% | 39 |
|
|
2022
Q2 | $6.52M | Sell |
100,858
-238
| -0.2% | -$16.9K | 0.46% | 46 |
|
|
2022
Q1 | $7.89M | Buy |
101,096
+7,683
| +8% | +$591K | 0.48% | 40 |
|
|
2021
Q4 | $7.75M | Buy |
93,413
+39,927
| +75% | +$3.28M | 0.48% | 40 |
|
|
2021
Q3 | $4.18M | Buy |
53,486
+1,244
| +2% | +$99.7K | 0.32% | 52 |
|
|
2021
Q2 | $4.14M | Sell |
52,242
-18,679
| -26% | -$1.45M | 0.32% | 54 |
|
|
2021
Q1 | $5.24M | Buy |
70,921
+64
| +0.1% | +$4.63K | 0.45% | 42 |
|
|
2020
Q4 | $4.86M | Sell |
70,857
-55,061
| -44% | -$3.51M | 0.46% | 43 |
|
|
2020
Q3 | $7.22M | Buy |
125,918
+13,245
| +12% | +$754K | 0.82% | 30 |
|
|
2020
Q2 | $6.04M | Sell |
112,673
-1,950
| -2% | -$97.7K | 0.81% | 27 |
|
|
2020
Q1 | $4.95M | Buy |
114,623
+4,982
| +5% | +$274K | 0.79% | 28 |
|
|
2019
Q4 | $6.54M | Buy |
109,641
+3,006
| +3% | +$173K | 0.93% | 20 |
|
|
2019
Q3 | $5.97M | Buy |
106,635
+1,927
| +2% | +$108K | 0.98% | 21 |
|
|
2019
Q2 | $5.85M | Buy |
104,708
+17,587
| +20% | +$965K | 1.38% | 16 |
|
|
2019
Q1 | $4.7M | Buy |
87,121
+8,358
| +11% | +$433K | 1.04% | 19 |
|
|
2018
Q4 | $3.66M | Buy |
+78,763
| New | +$3.97M | 1.28% | 18 |
|
|
2015
Q2 | – | Sell |
-13,468
| Closed | -$583K | – | 41 |
|
|
2015
Q1 | $583K | Buy |
+13,468
| New | +$573K | 0.25% | 23 |
|
|
2014
Q4 | – | Sell |
-13,468
| Closed | -$533K | – | 40 |
|
|
2014
Q3 | $533K | Hold |
13,468
| – | – | 0.21% | 29 |
|
|
2014
Q2 | $545K | Buy |
+13,468
| New | +$525K | 0.2% | 29 |
|
Other funds holding IWR
Avidian Wealth Enterprises's IWR Position: Q1 2026 in Review
Avidian Wealth Enterprises increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q1 2026, buying an estimated $190K and bringing the position to 170,441 shares worth $16.6M. The position accounts for 0.52% of the portfolio, ranked #32.
Avidian Wealth Enterprises first reported a position in IWR in Q2 2014 and has held it in 33 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Avidian Wealth Enterprises held 170,441 shares of iShares Russell Mid-Cap ETF worth $16.6M as of Q1 2026.
- Avidian Wealth Enterprises bought 1,901 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $190K.
- iShares Russell Mid-Cap ETF made up 0.52% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #32 holding.
- Avidian Wealth Enterprises first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and has held it in 33 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.