CX Institutional’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CX Institutional’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	$118K	Buy	1,103 +2	+0.2%	+$221	﹤0.01%	843
2026 Q2	$121K	Buy	1,101 +2	+0.2%	+$210	﹤0.01%	827
2026 Q1	$107K	Buy	1,099 +231	+27%	+$23.1K	﹤0.01%	839
2025 Q4	$84K	Buy	868 +2	+0.2%	+$192	﹤0.01%	883
2025 Q3	$84K	Buy	866 +682	+371%	+$64.6K	﹤0.01%	856
2025 Q2	$17K	Sell	184 -573	-76%	-$49.5K	﹤0.01%	982
2025 Q1	$64K	Buy	+757	New	+$67.5K	﹤0.01%	805
2023 Q4	–	Sell	-14,974	Closed	-$1.04M	–	553
2023 Q3	$1.04M	Buy	+14,974	New	+$1.09M	0.06%	245
2023 Q2	–	Sell	-12,395	Closed	-$867K	–	521
2023 Q1	$867K	Buy	+12,395	New	+$875K	0.05%	294
2022 Q4	–	Sell	-26,321	Closed	-$1.64M	–	533
2022 Q3	$1.64M	Sell	26,321 -3,992	-13%	-$275K	0.11%	214
2022 Q2	$1.96M	Buy	+30,313	New	+$2.16M	0.15%	171
2021 Q4	–	Sell	-147	Closed	-$11K	–	636
2021 Q3	$11K	Sell	147 -73	-33%	-$5.85K	﹤0.01%	821
2021 Q2	$17K	Hold	220	–	–	﹤0.01%	762
2021 Q1	$16K	Hold	220	–	–	﹤0.01%	707
2020 Q4	$15K	Sell	220 -1,579	-88%	-$101K	﹤0.01%	670
2020 Q3	$103K	Sell	1,799 -1,246	-41%	-$70.9K	0.01%	313
2020 Q2	$163K	Sell	3,045 -11,746	-79%	-$589K	0.02%	249
2020 Q1	$639K	Sell	14,791 -205,978	-93%	-$11.3M	0.1%	154
2019 Q4	$13.2M	Sell	220,769 -20,988	-9%	-$1.21M	2.3%	9
2019 Q3	$13.5M	Buy	241,757 +16,121	+7%	+$901K	2.19%	7
2019 Q2	$12.6M	Buy	225,636 +42,413	+23%	+$2.33M	2%	11
2019 Q1	$9.88M	Buy	183,223 +81,015	+79%	+$4.2M	1.74%	13
2018 Q4	$4.75M	Buy	102,208 +35,252	+53%	+$1.78M	1%	33
2018 Q3	$3.69M	Buy	66,956 +5,596	+9%	+$307K	1.22%	30
2018 Q2	$3.25M	Buy	+61,360	New	+$3.23M	1.2%	30

Other funds holding IWR

VFA

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

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

CX Institutional's IWR Position: Q3 2026 in Review

CX Institutional increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.18% in Q3 2026, buying an estimated $221 and bringing the position to 1,103 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

CX Institutional first reported a position in IWR in Q2 2018 and has held it in 25 quarters since. The position peaked at $13.5M in Q3 2019. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

CX Institutional held 1,103 shares of iShares Russell Mid-Cap ETF worth $118K as of Q3 2026.
CX Institutional bought 2 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $221.
iShares Russell Mid-Cap ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #843 holding.
CX Institutional first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and has held it in 25 quarters since.
CX Institutional's iShares Russell Mid-Cap ETF position peaked at $13.5M in Q3 2019.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.