Base Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Base Wealth Management’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	$276K	Buy	+2,585	New	+$286K	0.12%	59

Other funds holding IWR

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Base Wealth Management's IWR Position: Q3 2026 in Review

Base Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 2,585 shares worth $276K. The stake represents 0.12% of the portfolio and ranks #59 among its holdings.

487 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Base Wealth Management held 2,585 shares of iShares Russell Mid-Cap ETF worth $276K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Base Wealth Management position in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.12% of Base Wealth Management's portfolio in Q3 2026, its #59 holding.
487 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Base Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.