CM Wealth Advisors
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CM Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CM Wealth Advisors’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 		$15.7M Buy
146,846
+142,962
+3,681% +$15.8M 2.6% 10
2026
Q2 		$428K Buy
+3,884
New +$409K 0.08% 112
2023
Q3 		– Sell
-14,324
Closed -$1.08M – 124
2023
Q2 		$1.08M Buy
+14,324
New +$996K 0.35% 26

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

CM Wealth Advisors's IWR Position: Q3 2026 in Review

CM Wealth Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3,681% in Q3 2026, buying an estimated $15.8M and bringing the position to 146,846 shares worth $15.7M. The position accounts for 2.6% of the portfolio, ranked #10.

CM Wealth Advisors first reported a position in IWR in Q2 2023 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • CM Wealth Advisors held 146,846 shares of iShares Russell Mid-Cap ETF worth $15.7M as of Q3 2026.
  • CM Wealth Advisors bought 142,962 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $15.8M.
  • iShares Russell Mid-Cap ETF made up 2.6% of CM Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • CM Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on CM Wealth Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.