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Colton Groome Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Colton Groome Financial 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 		$277K Buy
+2,596
New +$287K 0.06% 129
2023
Q3 		– Sell
-3,014
Closed -$220K – 117
2023
Q2 		$220K Sell
3,014
-987
-25% -$68.7K 0.1% 108
2023
Q1 		$280K Buy
+4,001
New +$283K 0.13% 105

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

Colton Groome Financial Advisors's IWR Position: Q3 2026 in Review

Colton Groome Financial Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 2,596 shares worth $277K. The stake represents 0.06% of the portfolio and ranks #129 among its holdings. This is a return to the name: Colton Groome Financial Advisors previously reported a position in IWR as recently as Q2 2023.

Colton Groome Financial Advisors first reported a position in IWR in Q1 2023 and has held it in 3 quarters since. The position peaked at $280K in Q1 2023. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Colton Groome Financial Advisors held 2,596 shares of iShares Russell Mid-Cap ETF worth $277K as of Q3 2026.
  • iShares Russell Mid-Cap ETF was a new Colton Groome Financial Advisors position in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.06% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #129 holding.
  • Colton Groome Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 3 quarters since.
  • Colton Groome Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $280K in Q1 2023.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.