CAMG
IWR icon

CWA Asset Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CWA Asset Management 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
Q2 		$1.02M Buy
9,249
+335
+4% +$35.2K 0.03% 391
2026
Q1 		$867K Buy
8,914
+2,175
+32% +$217K 0.03% 396
2025
Q4 		$649K Buy
6,739
+10
+0.1% +$961 0.02% 415
2025
Q3 		$650K Sell
6,729
-550
-8% -$52.1K 0.02% 431
2025
Q2 		$669K Buy
7,279
+4,305
+145% +$372K 0.03% 408
2025
Q1 		$253K Hold
2,974
– – 0.01% 544
2024
Q4 		$263K Hold
2,974
– – 0.01% 500
2024
Q3 		$262K Buy
+2,974
New +$251K 0.01% 505
2024
Q1 		$228K Buy
+2,714
New +$215K 0.01% 485
2022
Q1 		– Sell
-2,517
Closed -$209K – 312
2021
Q4 		$209K Buy
+2,517
New +$207K 0.02% 289
2021
Q3 		– Sell
-4,188
Closed -$334K – 295
2021
Q2 		$334K Sell
4,188
-76
-2% -$5.89K 0.03% 210
2021
Q1 		$315K Buy
+4,264
New +$308K 0.03% 204

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return