Columbus Macro’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Columbus Macro’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	$2.26M	Buy	21,218 +139	+0.7%	+$15.4K	0.22%	126
2026 Q2	$2.33M	Buy	21,079 +551	+3%	+$58K	0.23%	121
2026 Q1	$2M	Buy	20,528 +647	+3%	+$64.6K	0.21%	120
2025 Q4	$1.91M	Buy	19,881 +787	+4%	+$75.7K	0.21%	122
2025 Q3	$1.84M	Sell	19,094 -217	-1%	-$20.6K	0.21%	124
2025 Q2	$1.78M	Sell	19,311 -849	-4%	-$73.3K	0.22%	122
2025 Q1	$1.72M	Buy	20,160 +2,337	+13%	+$208K	0.23%	124
2024 Q4	$1.58M	Buy	+17,823	New	+$1.62M	0.22%	130

Other funds holding IWR

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Columbus Macro's IWR Position: Q3 2026 in Review

Columbus Macro increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.66% in Q3 2026, buying an estimated $15.4K and bringing the position to 21,218 shares worth $2.26M. The position accounts for 0.22% of the portfolio, ranked #126.

Columbus Macro first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.33M in Q2 2026. 347 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Columbus Macro held 21,218 shares of iShares Russell Mid-Cap ETF worth $2.26M as of Q3 2026.
Columbus Macro bought 139 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $15.4K.
iShares Russell Mid-Cap ETF made up 0.22% of Columbus Macro's portfolio in Q3 2026, its #126 holding.
Columbus Macro first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Columbus Macro's iShares Russell Mid-Cap ETF position peaked at $2.33M in Q2 2026.
347 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.