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

Blodgett 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	$464K	Hold	4,350	–	–	0.32%	42
2026 Q2	$480K	Hold	4,350	–	–	0.32%	40
2026 Q1	$423K	Hold	4,350	–	–	0.34%	38
2025 Q4	$419K	Sell	4,350 -1,118	-20%	-$107K	0.29%	39
2025 Q3	$528K	Hold	5,468	–	–	0.36%	35
2025 Q2	$503K	Hold	5,468	–	–	0.39%	37
2025 Q1	$465K	Hold	5,468	–	–	0.4%	37
2024 Q4	$483K	Hold	5,468	–	–	0.38%	35
2024 Q3	$482K	Hold	5,468	–	–	0.41%	33
2024 Q2	$443K	Hold	5,468	–	–	0.38%	33
2024 Q1	$460K	Hold	5,468	–	–	0.41%	34
2023 Q4	$425K	Hold	5,468	–	–	0.43%	35
2023 Q3	$379K	Sell	5,468 -100	-2%	-$7.3K	0.42%	39
2023 Q2	$407K	Hold	5,568	–	–	0.42%	39
2023 Q1	$389K	Hold	5,568	–	–	0.45%	40
2022 Q4	$376K	Hold	5,568	–	–	0.46%	40
2022 Q3	$346K	Sell	5,568 -620	-10%	-$42.6K	0.41%	43
2022 Q2	$400K	Hold	6,188	–	–	0.44%	43
2022 Q1	$483K	Hold	6,188	–	–	0.4%	45
2021 Q4	$514K	Buy	+6,188	New	+$508K	0.4%	51

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 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

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

Blodgett Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 4,350 shares worth $464K. The position accounts for 0.32% of the portfolio, ranked #42.

Blodgett Wealth Advisors first reported a position in IWR in Q4 2021 and has held it in 20 quarters since. The position peaked at $528K in Q3 2025. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Blodgett Wealth Advisors held 4,350 shares of iShares Russell Mid-Cap ETF worth $464K as of Q3 2026.
Blodgett Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.32% of Blodgett Wealth Advisors's portfolio in Q3 2026, its #42 holding.
Blodgett Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 20 quarters since.
Blodgett Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $528K in Q3 2025.
1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.