Corepath Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Corepath Wealth Partners’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	$2.15M	Sell	19,798 -2,368	-11%	-$262K	1.49%	14
2026 Q2	$2.41M	Buy	22,166 +926	+4%	+$97.4K	1.51%	15
2026 Q1	$2.15M	Buy	21,240 +470	+2%	+$46.9K	1.45%	15
2025 Q4	$2.08M	Buy	20,770 +3,660	+21%	+$352K	1.39%	15
2025 Q3	$1.66M	Buy	17,110 +12,631	+282%	+$1.2M	1.21%	15
2025 Q2	$420K	Buy	+4,479	New	+$387K	0.35%	22

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

Corepath Wealth Partners's IWR Position: Q3 2026 in Review

Corepath Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q3 2026, selling an estimated $262K and leaving 19,798 shares worth $2.15M. The position accounts for 1.49% of the portfolio, ranked #14.

Corepath Wealth Partners first reported a position in IWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.41M in Q2 2026. 435 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Corepath Wealth Partners held 19,798 shares of iShares Russell Mid-Cap ETF worth $2.15M as of Q3 2026.
Corepath Wealth Partners sold 2,368 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $262K.
iShares Russell Mid-Cap ETF made up 1.49% of Corepath Wealth Partners's portfolio in Q3 2026, its #14 holding.
Corepath Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Corepath Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $2.41M in Q2 2026.
435 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Corepath Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.