DiNuzzo Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

DiNuzzo Private Wealth’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	$252K	Buy	2,358 +33	+1%	+$3.65K	0.03%	73
2026 Q2	$256K	Hold	2,325	–	–	0.03%	71
2026 Q1	$226K	Hold	2,325	–	–	0.02%	75
2025 Q4	$224K	Hold	2,325	–	–	0.02%	73
2025 Q3	$223K	Hold	2,325	–	–	0.03%	71
2025 Q2	$214K	Hold	2,325	–	–	0.03%	71
2025 Q1	$198K	Hold	2,325	–	–	0.02%	72
2024 Q4	$206K	Hold	2,325	–	–	0.03%	71
2024 Q3	$205K	Hold	2,325	–	–	0.03%	71
2024 Q2	$189K	Hold	2,325	–	–	0.03%	51
2024 Q1	$196K	Hold	2,325	–	–	0.03%	49
2023 Q4	$181K	Buy	+2,325	New	+$165K	0.03%	48

Other funds holding IWR

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

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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 19.14% 1-Year Est. Return

DiNuzzo Private Wealth's IWR Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q3 2026, buying an estimated $3.65K and bringing the position to 2,358 shares worth $252K. The position accounts for 0.03% of the portfolio, ranked #73.

DiNuzzo Private Wealth first reported a position in IWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $256K in Q2 2026. 628 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

DiNuzzo Private Wealth held 2,358 shares of iShares Russell Mid-Cap ETF worth $252K as of Q3 2026.
DiNuzzo Private Wealth bought 33 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $3.65K.
iShares Russell Mid-Cap ETF made up 0.03% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #73 holding.
DiNuzzo Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's iShares Russell Mid-Cap ETF position peaked at $256K in Q2 2026.
628 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.