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 Q3	$1.72M	Buy	15,954 +1	+0%	+$111	0.35%	49
2026 Q2	$1.76M	Buy	15,953 +1	+0%	+$105	0.35%	49
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%	+$4.18K	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

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

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

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

Compton Wealth Advisory Group's IWR Position: Q3 2026 in Review

Compton Wealth Advisory Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.01% in Q3 2026, buying an estimated $111 and bringing the position to 15,954 shares worth $1.72M. 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 32 quarters since. The position peaked at $11.1M in Q1 2022. 435 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Compton Wealth Advisory Group held 15,954 shares of iShares Russell Mid-Cap ETF worth $1.72M as of Q3 2026.
Compton Wealth Advisory Group bought 1 iShares Russell Mid-Cap ETF share in Q3 2026, an estimated $111.
iShares Russell Mid-Cap ETF made up 0.35% of Compton Wealth Advisory Group's portfolio in Q3 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 32 quarters since.
Compton Wealth Advisory Group's iShares Russell Mid-Cap ETF position peaked at $11.1M in Q1 2022.
435 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.