Courage Miller Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Courage Miller 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	$251K	Hold	2,354	–	–	0.07%	87
2026 Q2	$260K	Hold	2,354	–	–	0.07%	82
2026 Q1	$229K	Hold	2,354	–	–	0.06%	90
2025 Q4	$227K	Hold	2,354	–	–	0.07%	83
2025 Q3	$227K	Hold	2,354	–	–	0.07%	81
2025 Q2	$216K	Hold	2,354	–	–	0.07%	83
2025 Q1	$200K	Hold	2,354	–	–	0.07%	82
2024 Q4	$208K	Hold	2,354	–	–	0.07%	80
2024 Q3	$207K	Buy	+2,354	New	+$198K	0.07%	80
2022 Q3	–	Sell	-3,174	Closed	-$205K	–	68
2022 Q2	$205K	Hold	3,174	–	–	0.1%	68
2022 Q1	$248K	Hold	3,174	–	–	0.1%	67
2021 Q4	$263K	Hold	3,174	–	–	0.1%	71
2021 Q3	$248K	Hold	3,174	–	–	0.1%	75
2021 Q2	$252K	Hold	3,174	–	–	0.1%	73
2021 Q1	$235K	Buy	3,174 +103	+3%	+$7.45K	0.1%	75
2020 Q4	$211K	Buy	+3,071	New	+$196K	0.1%	76

Other funds holding IWR

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

Bank of New York Mellon New York $608B AUM 32.77% 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

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Courage Miller Partners's IWR Position: Q3 2026 in Review

Courage Miller Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,354 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #87.

Courage Miller Partners first reported a position in IWR in Q4 2020 and has held it in 16 quarters since. The position peaked at $263K in Q4 2021. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Courage Miller Partners held 2,354 shares of iShares Russell Mid-Cap ETF worth $251K as of Q3 2026.
Courage Miller Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.07% of Courage Miller Partners's portfolio in Q3 2026, its #87 holding.
Courage Miller Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 16 quarters since.
Courage Miller Partners's iShares Russell Mid-Cap ETF position peaked at $263K in Q4 2021.
1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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