Belpointe Asset Management
IWR icon

Belpointe Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Belpointe Asset 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 		$6.65M Buy
62,305
+44,498
+250% +$4.92M 0.18% 105
2026
Q2 		$1.96M Buy
17,807
+32
+0.2% +$3.37K 0.06% 284
2026
Q1 		$1.73M Sell
17,775
-710
-4% -$70.9K 0.06% 275
2025
Q4 		$1.78M Buy
18,485
+4
+0% +$385 0.06% 246
2025
Q3 		$1.78M Sell
18,481
-236
-1% -$22.4K 0.07% 248
2025
Q2 		$1.72M Sell
18,717
-2,881
-13% -$249K 0.07% 229
2025
Q1 		$1.84M Buy
21,598
+12,252
+131% +$1.09M 0.1% 199
2024
Q4 		$809K Sell
9,346
-198
-2% -$18K 0.05% 376
2024
Q3 		$841K Buy
9,544
+5,469
+134% +$461K 0.05% 353
2024
Q2 		$330K Buy
4,075
+363
+10% +$29.5K 0.02% 560
2024
Q1 		$312K Buy
3,712
+762
+26% +$60.4K 0.02% 576
2023
Q4 		$229K Sell
2,950
-747
-20% -$53.1K 0.02% 620
2023
Q3 		$256K Buy
3,697
+650
+21% +$47.4K 0.03% 531
2023
Q2 		$223K Sell
3,047
-2,538
-45% -$177K 0.02% 544
2023
Q1 		$391K Sell
5,585
-3,806
-41% -$269K 0.02% 647
2022
Q4 		$633K Buy
9,391
+987
+12% +$66.6K 0.04% 443
2022
Q3 		$522K Buy
8,404
+5,134
+157% +$353K 0.04% 490
2022
Q2 		$212K Sell
3,270
-1,684
-34% -$120K 0.01% 804
2022
Q1 		$388K Sell
4,954
-335
-6% -$25.8K 0.02% 622
2021
Q4 		$439K Buy
5,289
+58
+1% +$4.76K 0.03% 563
2021
Q3 		$409K Buy
5,231
+210
+4% +$16.8K 0.03% 568
2021
Q2 		$398K Sell
5,021
-28
-0.6% -$2.17K 0.03% 569
2021
Q1 		$373K Buy
5,049
+157
+3% +$11.3K 0.03% 519
2020
Q4 		$336K Buy
4,892
+597
+14% +$38K 0.03% 516
2020
Q3 		$247K Buy
4,295
+622
+17% +$35.4K 0.03% 496
2020
Q2 		$197K Buy
3,673
+400
+12% +$20K 0.03% 529
2020
Q1 		$141K Sell
3,273
-408
-11% -$22.5K 0.02% 516
2019
Q4 		$220K Buy
+3,681
New +$211K 0.03% 508

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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Belpointe Asset Management's IWR Position: Q3 2026 in Review

Belpointe Asset Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 250% in Q3 2026, buying an estimated $4.92M and bringing the position to 62,305 shares worth $6.65M. The position accounts for 0.18% of the portfolio, ranked #105.

Belpointe Asset Management first reported a position in IWR in Q4 2019 and has held it in 28 quarters since. 1,105 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Belpointe Asset Management held 62,305 shares of iShares Russell Mid-Cap ETF worth $6.65M as of Q3 2026.
  • Belpointe Asset Management bought 44,498 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $4.92M.
  • iShares Russell Mid-Cap ETF made up 0.18% of Belpointe Asset Management's portfolio in Q3 2026, its #105 holding.
  • Belpointe Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.