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Chapin Davis’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Chapin Davis’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 		$2.18M Sell
20,472
-434
-2% -$48K 0.42% 45
2026
Q2 		$2.31M Sell
20,906
-15,986
-43% -$1.68M 0.41% 44
2026
Q1 		$3.59M Buy
36,892
+1,387
+4% +$139K 0.8% 30
2025
Q4 		$3.42M Buy
35,505
+57
+0.2% +$5.48K 0.8% 31
2025
Q3 		$3.42M Buy
35,448
+30
+0.1% +$2.84K 0.84% 27
2025
Q2 		$3.26M Sell
35,418
-385
-1% -$33.3K 0.9% 30
2025
Q1 		$3.05M Buy
35,803
+1,342
+4% +$120K 1.04% 21
2024
Q4 		$3.04M Hold
34,461
– – 0.99% 22
2024
Q3 		$3.04M Buy
34,461
+856
+3% +$72.1K 0.98% 22
2024
Q2 		$2.72M Sell
33,605
-933
-3% -$75.9K 0.93% 23
2024
Q1 		$2.9M Sell
34,538
-92
-0.3% -$7.29K 1.06% 20
2023
Q4 		$2.69M Buy
34,630
+378
+1% +$26.9K 1.13% 18
2023
Q3 		$2.37M Sell
34,252
-546
-2% -$39.8K 1.13% 17
2023
Q2 		$2.54M Sell
34,798
-224
-0.6% -$15.6K 1.21% 13
2023
Q1 		$2.45M Buy
35,022
+479
+1% +$33.8K 1.27% 14
2022
Q4 		$2.33M Buy
+34,543
New +$2.33M 1.35% 14

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Chapin Davis's IWR Position: Q3 2026 in Review

Chapin Davis reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q3 2026, selling an estimated $48K and leaving 20,472 shares worth $2.18M. The position accounts for 0.42% of the portfolio, ranked #45.

Chapin Davis first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.59M in Q1 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Chapin Davis held 20,472 shares of iShares Russell Mid-Cap ETF worth $2.18M as of Q3 2026.
  • Chapin Davis sold 434 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $48K.
  • iShares Russell Mid-Cap ETF made up 0.42% of Chapin Davis's portfolio in Q3 2026, its #45 holding.
  • Chapin Davis first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Chapin Davis's iShares Russell Mid-Cap ETF position peaked at $3.59M in Q1 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.