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

Bellwether 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	$360K	Buy	+3,378	New	+$374K	0.05%	138

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Bellwether Advisors's IWR Position: Q3 2026 in Review

Bellwether Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 3,378 shares worth $360K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings.

1,288 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Bellwether Advisors held 3,378 shares of iShares Russell Mid-Cap ETF worth $360K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Bellwether Advisors position in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Bellwether Advisors's portfolio in Q3 2026, its #138 holding.
1,288 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.