Beam Wealth Advisors
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Beam Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Beam Wealth Advisors’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 		$8.46M Sell
79,245
-473
-0.6% -$52.3K 1.83% 11
2026
Q2 		$8.79M Buy
79,718
+2,418
+3% +$254K 1.94% 10
2026
Q1 		$7.52M Buy
77,300
+3,970
+5% +$397K 1.87% 11
2025
Q4 		$7.06M Buy
73,330
+1,139
+2% +$110K 1.94% 8
2025
Q3 		$6.97M Sell
72,191
-2,756
-4% -$261K 1.9% 8
2025
Q2 		$6.89M Buy
74,947
+11,735
+19% +$1.01M 2.05% 8
2025
Q1 		$5.38M Sell
63,212
-1,730
-3% -$154K 1.81% 12
2024
Q4 		$5.74M Sell
64,942
-2,327
-3% -$211K 1.82% 11
2024
Q3 		$5.93M Buy
67,269
+1,489
+2% +$125K 1.8% 12
2024
Q2 		$5.33M Sell
65,780
-3,144
-5% -$256K 1.78% 11
2024
Q1 		$5.8M Sell
68,924
-1,800
-3% -$143K 3.48% 7
2023
Q4 		$5.5M Sell
70,724
-6,511
-8% -$463K 3.49% 8
2023
Q3 		$5.35M Sell
77,235
-39,201
-34% -$2.86M 3.8% 6
2023
Q2 		$8.5M Buy
116,436
+66,428
+133% +$4.62M 5.9% 4
2023
Q1 		$3.5M Buy
50,008
+441
+0.9% +$31.1K 3.51% 4
2022
Q4 		$3.34M Buy
49,567
+12,450
+34% +$839K 3.49% 3
2022
Q3 		$2.31M Sell
37,117
-132
-0.4% -$9.08K 2.57% 6
2022
Q2 		$2.41M Sell
37,249
-1,025
-3% -$73K 2.68% 7
2022
Q1 		$2.99M Buy
38,274
+1,768
+5% +$136K 3.43% 6
2021
Q4 		$3.03M Sell
36,506
-1,613
-4% -$132K 3.47% 5
2021
Q3 		$2.98M Sell
38,119
-614
-2% -$49.2K 2.56% 7
2021
Q2 		$3.07M Sell
38,733
-5,381
-12% -$417K 2.65% 7
2021
Q1 		$3.26M Buy
44,114
+1,081
+3% +$78.1K 2.91% 5
2020
Q4 		$2.95M Sell
43,033
-10,724
-20% -$683K 2.78% 5
2020
Q3 		$3.08M Buy
53,757
+3,181
+6% +$181K 2.89% 5
2020
Q2 		$2.76M Buy
50,576
+7,708
+18% +$386K 2.78% 4
2020
Q1 		$1.85M Buy
+42,868
New +$2.36M 1.83% 9

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Beam Wealth Advisors's IWR Position: Q3 2026 in Review

Beam Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.59% in Q3 2026, selling an estimated $52.3K and leaving 79,245 shares worth $8.46M. The position accounts for 1.83% of the portfolio, ranked #11.

Beam Wealth Advisors first reported a position in IWR in Q1 2020 and has held it in 27 quarters since. The position peaked at $8.79M in Q2 2026. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Beam Wealth Advisors held 79,245 shares of iShares Russell Mid-Cap ETF worth $8.46M as of Q3 2026.
  • Beam Wealth Advisors sold 473 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $52.3K.
  • iShares Russell Mid-Cap ETF made up 1.83% of Beam Wealth Advisors's portfolio in Q3 2026, its #11 holding.
  • Beam Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 27 quarters since.
  • Beam Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $8.79M in Q2 2026.
  • 1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.