Center for Wealth Management Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Center for Wealth Management Advisory's IWR Position: Q1 2026 in Review
Center for Wealth Management Advisory held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 10,427 shares worth $1.01M. The position accounts for 0.73% of the portfolio, ranked #39.
Center for Wealth Management Advisory first reported a position in IWR in Q4 2025 and has held it in 2 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Center for Wealth Management Advisory held 10,427 shares of iShares Russell Mid-Cap ETF worth $1.01M as of Q1 2026.
- Center for Wealth Management Advisory left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap ETF made up 0.73% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #39 holding.
- Center for Wealth Management Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 2 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.