Centerpoint Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Centerpoint Advisory Group's IWR Position: Q3 2026 in Review
Centerpoint Advisory Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q3 2026, buying an estimated $5.64K and bringing the position to 2,804 shares worth $299K. The position accounts for 0.19% of the portfolio, ranked #89.
Centerpoint Advisory Group first reported a position in IWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $304K in Q2 2026. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- Centerpoint Advisory Group held 2,804 shares of iShares Russell Mid-Cap ETF worth $299K as of Q3 2026.
- Centerpoint Advisory Group bought 51 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $5.64K.
- iShares Russell Mid-Cap ETF made up 0.19% of Centerpoint Advisory Group's portfolio in Q3 2026, its #89 holding.
- Centerpoint Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
- Centerpoint Advisory Group's iShares Russell Mid-Cap ETF position peaked at $304K in Q2 2026.
- 1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on Centerpoint Advisory Group's 13F filing for Q3 2026, filed 23 Oct 2026.