Centennial Wealth Advisory
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Centennial Wealth Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Centennial Wealth Advisory’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 		$1.35M Sell
12,618
-1,729
-12% -$191K 0.28% 50
2026
Q2 		$1.58M Sell
14,347
-215
-1% -$22.6K 0.34% 44
2026
Q1 		$1.42M Sell
14,562
-190
-1% -$19K 0.34% 42
2025
Q4 		$1.42M Buy
14,752
+45
+0.3% +$4.33K 0.38% 43
2025
Q3 		$1.42M Buy
14,707
+271
+2% +$25.7K 0.4% 42
2025
Q2 		$1.33M Buy
14,436
+507
+4% +$43.8K 0.42% 39
2025
Q1 		$1.19M Buy
13,929
+756
+6% +$67.4K 0.43% 33
2024
Q4 		$1.16M Sell
13,173
-48
-0.4% -$4.36K 0.46% 27
2024
Q3 		$1.17M Sell
13,221
-21,757
-62% -$1.83M 0.45% 25
2024
Q2 		$2.84M Buy
34,978
+2,550
+8% +$208K 1.23% 15
2024
Q1 		$2.73M Buy
32,428
+1,634
+5% +$129K 1.26% 14
2023
Q4 		$2.39M Sell
30,794
-288
-0.9% -$20.5K 1.22% 15
2023
Q3 		$2.15M Buy
31,082
+1,716
+6% +$125K 1.16% 26
2023
Q2 		$2.14M Sell
29,366
-516
-2% -$35.9K 1.12% 26
2023
Q1 		$2.09M Buy
29,882
+694
+2% +$49K 1.11% 26
2022
Q4 		$1.97M Sell
29,188
-535
-2% -$36.1K 1.1% 26
2022
Q3 		$1.85M Sell
29,723
-463
-2% -$31.8K 1.09% 22
2022
Q2 		$1.95M Sell
30,186
-2,738
-8% -$195K 1.09% 27
2022
Q1 		$2.57M Buy
32,924
+1,763
+6% +$136K 1.4% 29
2021
Q4 		$2.59M Buy
31,161
+1,941
+7% +$159K 1.46% 24
2021
Q3 		$2.29M Buy
29,220
+1,519
+5% +$122K 1.37% 23
2021
Q2 		$2.2M Buy
27,701
+7,584
+38% +$588K 1.37% 24
2021
Q1 		$1.49M Buy
20,117
+2,753
+16% +$199K 0.98% 34
2020
Q4 		$1.19M Buy
+17,364
New +$1.11M 0.84% 42

Other funds holding IWR

Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Centennial Wealth Advisory's IWR Position: Q3 2026 in Review

Centennial Wealth Advisory reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q3 2026, selling an estimated $191K and leaving 12,618 shares worth $1.35M. The position accounts for 0.28% of the portfolio, ranked #50.

Centennial Wealth Advisory first reported a position in IWR in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.84M in Q2 2024. 604 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Centennial Wealth Advisory held 12,618 shares of iShares Russell Mid-Cap ETF worth $1.35M as of Q3 2026.
  • Centennial Wealth Advisory sold 1,729 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $191K.
  • iShares Russell Mid-Cap ETF made up 0.28% of Centennial Wealth Advisory's portfolio in Q3 2026, its #50 holding.
  • Centennial Wealth Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Centennial Wealth Advisory's iShares Russell Mid-Cap ETF position peaked at $2.84M in Q2 2024.
  • 604 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Centennial Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.