Brookstone Capital Management
IWR icon

Brookstone Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Brookstone Capital 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 		$673K Buy
6,306
+191
+3% +$21.1K 0.01% 832
2026
Q2 		$675K Sell
6,115
-1,493
-20% -$157K 0.01% 843
2026
Q1 		$740K Buy
7,608
+798
+12% +$79.7K 0.01% 737
2025
Q4 		$656K Buy
6,810
+1,123
+20% +$108K 0.01% 772
2025
Q3 		$549K Sell
5,687
-220
-4% -$20.9K 0.01% 788
2025
Q2 		$543K Buy
5,907
+1,351
+30% +$117K 0.01% 719
2025
Q1 		$388K Buy
4,556
+1,522
+50% +$136K 0.01% 782
2024
Q4 		$268K Buy
+3,034
New +$275K ﹤0.01% 864
2024
Q2 		– Sell
-3,077
Closed -$259K – 985
2024
Q1 		$259K Buy
3,077
+462
+18% +$36.6K ﹤0.01% 805
2023
Q4 		$203K Sell
2,615
-621
-19% -$44.1K ﹤0.01% 829
2023
Q3 		$218K Sell
3,236
-2,413
-43% -$176K ﹤0.01% 765
2023
Q2 		$410K Buy
5,649
+12
+0.2% +$835 0.01% 625
2023
Q1 		$395K Buy
5,637
+8
+0.1% +$565 0.01% 641
2022
Q4 		$388K Sell
5,629
-210
-4% -$14.2K 0.01% 645
2022
Q3 		$365K Sell
5,839
-13
-0.2% -$894 0.01% 621
2022
Q2 		$389K Buy
5,852
+2,219
+61% +$158K 0.01% 594
2022
Q1 		$277K Buy
+3,633
New +$280K 0.01% 671
2018
Q4 		– Sell
-5,360
Closed -$295K – 356
2018
Q3 		$295K Buy
+5,360
New +$294K 0.02% 341
2015
Q4 		– Sell
-2,000
Closed -$78K – 525
2015
Q3 		$78K Hold
2,000
– – 0.01% 314
2015
Q2 		$85K Buy
+2,000
New +$87K 0.01% 357
2014
Q2 		– Sell
-285,328
Closed -$11M – 130
2014
Q1 		$11M Buy
285,328
+93,792
+49% +$3.56M 2.8% 10
2013
Q4 		$7.18M Buy
+191,536
New +$6.92M 2.07% 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
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Brookstone Capital Management's IWR Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q3 2026, buying an estimated $21.1K and bringing the position to 6,306 shares worth $673K. The position accounts for 0.01% of the portfolio, ranked #832.

Brookstone Capital Management first reported a position in IWR in Q4 2013 and has held it in 22 quarters since. The position peaked at $11M in Q1 2014. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Brookstone Capital Management held 6,306 shares of iShares Russell Mid-Cap ETF worth $673K as of Q3 2026.
  • Brookstone Capital Management bought 191 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $21.1K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #832 holding.
  • Brookstone Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 22 quarters since.
  • Brookstone Capital Management's iShares Russell Mid-Cap ETF position peaked at $11M in Q1 2014.
  • 1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.