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

Commerce 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	$6.92M	Buy	64,880 +23,470	+57%	+$2.6M	3.27%	10
2026 Q2	$4.57M	Buy	41,410 +37,540	+970%	+$3.95M	2.48%	11
2026 Q1	$376K	Buy	+3,870	New	+$387K	0.32%	63

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commerce Advisors's IWR Position: Q3 2026 in Review

Commerce Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 57% in Q3 2026, buying an estimated $2.6M and bringing the position to 64,880 shares worth $6.92M. The position accounts for 3.27% of the portfolio, ranked #10.

Commerce Advisors first reported a position in IWR in Q1 2026 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Commerce Advisors held 64,880 shares of iShares Russell Mid-Cap ETF worth $6.92M as of Q3 2026.
Commerce Advisors bought 23,470 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $2.6M.
iShares Russell Mid-Cap ETF made up 3.27% of Commerce Advisors's portfolio in Q3 2026, its #10 holding.
Commerce Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Commerce Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.