Castleview Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Castleview Partners’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	$330K	Hold	3,090	–	–	0.14%	152
2026 Q2	$341K	Buy	3,090 +184	+6%	+$19.4K	0.15%	151
2026 Q1	$283K	Hold	2,906	–	–	0.14%	155
2025 Q4	$280K	Buy	+2,906	New	+$279K	0.14%	148
2024 Q3	–	Sell	-32	Closed	-$2.6K	–	729
2024 Q2	$2.6K	Buy	32 +1	+3%	+$81	﹤0.01%	710
2024 Q1	$2.64K	Hold	31	–	–	﹤0.01%	716
2023 Q4	$2.44K	Buy	+31	New	+$2.2K	﹤0.01%	689

Other funds holding IWR

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Castleview Partners's IWR Position: Q3 2026 in Review

Castleview Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 3,090 shares worth $330K. The position accounts for 0.14% of the portfolio, ranked #152.

Castleview Partners first reported a position in IWR in Q4 2023 and has held it in 7 quarters since. The position peaked at $341K in Q2 2026. 487 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Castleview Partners held 3,090 shares of iShares Russell Mid-Cap ETF worth $330K as of Q3 2026.
Castleview Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.14% of Castleview Partners's portfolio in Q3 2026, its #152 holding.
Castleview Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Castleview Partners's iShares Russell Mid-Cap ETF position peaked at $341K in Q2 2026.
487 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.