Continuum Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.86M | Buy |
29,369
+1,004
| +4% | +$100K | 0.27% | 85 |
|
|
2025
Q4 | $2.73M | Buy |
28,365
+8,819
| +45% | +$848K | 0.27% | 85 |
|
|
2025
Q3 | $1.89M | Buy |
19,546
+1,669
| +9% | +$158K | 0.2% | 109 |
|
|
2025
Q2 | $1.64M | Buy |
17,877
+5,013
| +39% | +$433K | 0.2% | 106 |
|
|
2025
Q1 | $1.09M | Buy |
12,864
+11
| +0.1% | +$981 | 0.14% | 141 |
|
|
2024
Q4 | $1.14M | Buy |
12,853
+3
| +0% | +$272 | 0.15% | 139 |
|
|
2024
Q3 | $1.18M | Buy |
12,850
+343
| +3% | +$28.9K | 0.15% | 146 |
|
|
2024
Q2 | $1.01M | Sell |
12,507
-146
| -1% | -$11.9K | 0.15% | 150 |
|
|
2024
Q1 | $1.04M | Buy |
12,653
+274
| +2% | +$21.7K | 0.16% | 148 |
|
|
2023
Q4 | $962K | Sell |
12,379
-76
| -0.6% | -$5.4K | 0.14% | 178 |
|
|
2023
Q3 | $862K | Sell |
12,455
-67
| -0.5% | -$4.89K | 0.14% | 181 |
|
|
2023
Q2 | $914K | Buy |
12,522
+2
| +0% | +$139 | 0.15% | 175 |
|
|
2023
Q1 | $875K | Buy |
12,520
+20
| +0.2% | +$1.41K | 0.15% | 167 |
|
|
2022
Q4 | $843K | Sell |
12,500
-849
| -6% | -$57.2K | 0.15% | 170 |
|
|
2022
Q3 | $830K | Buy |
13,349
+6
| +0% | +$413 | 0.15% | 166 |
|
|
2022
Q2 | $863K | Buy |
13,343
+3
| +0% | +$214 | 0.16% | 161 |
|
|
2022
Q1 | $960K | Buy |
13,340
+163
| +1% | +$12.5K | 0.18% | 142 |
|
|
2021
Q4 | $1.09M | Buy |
13,177
+210
| +2% | +$17.2K | 0.25% | 100 |
|
|
2021
Q3 | $1.01M | Buy |
12,967
+234
| +2% | +$18.7K | 0.27% | 93 |
|
|
2021
Q2 | $1.01M | Buy |
12,733
+2
| +0% | +$155 | 0.31% | 82 |
|
|
2021
Q1 | $983K | Buy |
12,731
+207
| +2% | +$15K | 0.41% | 69 |
|
|
2020
Q4 | $859K | Sell |
12,524
-3,335
| -21% | -$212K | 0.39% | 72 |
|
|
2020
Q3 | $919K | Buy |
15,859
+4
| +0% | +$228 | 0.5% | 56 |
|
|
2020
Q2 | $851K | Sell |
15,855
-21,187
| -57% | -$1.06M | 0.53% | 55 |
|
|
2020
Q1 | $1.52M | Sell |
37,042
-679
| -2% | -$37.4K | 1.02% | 27 |
|
|
2019
Q4 | $2.25M | Sell |
37,721
-233
| -0.6% | -$13.4K | 1.31% | 22 |
|
|
2019
Q3 | $2.09M | Sell |
37,954
-455
| -1% | -$25.4K | 1.4% | 22 |
|
|
2019
Q2 | $2.16M | Sell |
38,409
-457
| -1% | -$25.1K | 1.48% | 20 |
|
|
2019
Q1 | $2.12M | Sell |
38,866
-1,431
| -4% | -$74.1K | 1.59% | 17 |
|
|
2018
Q4 | $1.87M | Sell |
40,297
-2,167
| -5% | -$109K | 1.38% | 19 |
|
|
2018
Q3 | $2.33M | Sell |
42,464
-472
| -1% | -$25.9K | 1.55% | 15 |
|
|
2018
Q2 | $2.28M | Buy |
42,936
+1,076
| +3% | +$56.6K | 1.67% | 17 |
|
|
2018
Q1 | $2.16M | Buy |
41,860
+3,172
| +8% | +$167K | 1.81% | 13 |
|
|
2017
Q4 | $2.01M | Buy |
38,688
+7,988
| +26% | +$405K | 1.54% | 12 |
|
|
2017
Q3 | $1.51M | Buy |
30,700
+672
| +2% | +$32.4K | 1.33% | 15 |
|
|
2017
Q2 | $1.44M | Sell |
30,028
-656
| -2% | -$31.1K | 1.43% | 14 |
|
|
2017
Q1 | $1.44M | Buy |
+30,684
| New | +$1.42M | 1.72% | 12 |
|
Other funds holding IWR
Continuum Advisory's IWR Position: Q1 2026 in Review
Continuum Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q1 2026, buying an estimated $100K and bringing the position to 29,369 shares worth $2.86M. The position accounts for 0.27% of the portfolio, ranked #85.
Continuum Advisory first reported a position in IWR in Q1 2017 and has held it in 37 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Continuum Advisory held 29,369 shares of iShares Russell Mid-Cap ETF worth $2.86M as of Q1 2026.
- Continuum Advisory bought 1,004 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $100K.
- iShares Russell Mid-Cap ETF made up 0.27% of Continuum Advisory's portfolio in Q1 2026, its #85 holding.
- Continuum Advisory first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 37 quarters since.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.