Compton Wealth Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Compton Wealth Advisory Group’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 Q1	$1.56M	Buy	15,952 +51	+0.3%	+$5.09K	0.35%	49
2025 Q4	$1.53M	Buy	15,901 +1	+0%	+$96	0.33%	53
2025 Q3	$1.54M	Buy	15,900 +76	+0.5%	+$7.2K	0.36%	49
2025 Q2	$1.46M	Buy	15,824 +56	+0.4%	+$4.84K	0.37%	46
2025 Q1	$1.34M	Sell	15,768 -58	-0.4%	-$5.17K	0.37%	48
2024 Q4	$1.4M	Buy	15,826 +46	+0.3%	+$4.17K	0.36%	52
2024 Q3	$1.39M	Buy	15,780 +1	+0%	+$84	0.35%	53
2024 Q2	$1.28M	Buy	15,779 +25	+0.2%	+$2.04K	0.34%	51
2024 Q1	$1.32M	Sell	15,754 -119	-0.7%	-$9.43K	0.36%	54
2023 Q4	$1.23M	Sell	15,873 -18,743	-54%	-$1.33M	0.39%	49
2023 Q3	$2.4M	Sell	34,616 -10,779	-24%	-$786K	0.82%	23
2023 Q2	$3.32M	Sell	45,395 -29	-0.1%	-$2.02K	1.11%	22
2023 Q1	$3.18M	Buy	45,424 +1,600	+4%	+$113K	1.1%	21
2022 Q4	$2.96M	Sell	43,824 -1,060	-2%	-$71.5K	1.15%	23
2022 Q3	$2.79M	Sell	44,884 -28,447	-39%	-$1.96M	1.19%	21
2022 Q2	$4.74M	Sell	73,331 -68,926	-48%	-$4.91M	2.04%	16
2022 Q1	$11.1M	Buy	142,257 +10,762	+8%	+$828K	4.28%	7
2021 Q4	$10.9M	Buy	131,495 +3,578	+3%	+$294K	4.68%	6
2021 Q3	$10M	Buy	127,917 +9,227	+8%	+$739K	4.7%	6
2021 Q2	$9.4M	Buy	118,690 +10,536	+10%	+$817K	4.39%	6
2021 Q1	$8M	Buy	108,154 +6,336	+6%	+$458K	4.57%	5
2020 Q4	$6.98M	Buy	101,818 +4,096	+4%	+$261K	4.35%	7
2020 Q3	$5.61M	Buy	97,722 +69,418	+245%	+$3.95M	4.19%	6
2020 Q2	$1.52M	Buy	28,304 +4,704	+20%	+$236K	1.62%	19
2020 Q1	$1.02M	Hold	23,600	–	–	1.32%	28
2019 Q4	$1.41M	Hold	23,600	–	–	1.24%	27
2019 Q3	$1.32M	Hold	23,600	–	–	0.73%	27
2019 Q2	$1.32M	Hold	23,600	–	–	0.68%	25
2019 Q1	$1.27M	Hold	23,600	–	–	0.67%	25
2018 Q4	$1.1M	Buy	+23,600	New	+$1.19M	0.56%	27

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Compton Wealth Advisory Group's IWR Position: Q1 2026 in Review

Compton Wealth Advisory Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.32% in Q1 2026, buying an estimated $5.09K and bringing the position to 15,952 shares worth $1.56M. The position accounts for 0.35% of the portfolio, ranked #49.

Compton Wealth Advisory Group first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.1M in Q1 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Compton Wealth Advisory Group held 15,952 shares of iShares Russell Mid-Cap ETF worth $1.56M as of Q1 2026.
Compton Wealth Advisory Group bought 51 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $5.09K.
iShares Russell Mid-Cap ETF made up 0.35% of Compton Wealth Advisory Group's portfolio in Q1 2026, its #49 holding.
Compton Wealth Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
Compton Wealth Advisory Group's iShares Russell Mid-Cap ETF position peaked at $11.1M in Q1 2022.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q1 2026, filed 14 Apr 2026.