DM
IWR icon

Diversified Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Diversified Management’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 		$797K Buy
7,465
+2
+0% +$221 0.14% 126
2026
Q2 		$823K Hold
7,463
– – 0.18% 69
2026
Q1 		$726K Hold
7,463
– – 0.12% 156
2025
Q4 		$718K Buy
+7,463
New +$718K 0.17% 80

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
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
SC
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

Diversified Management's IWR Position: Q3 2026 in Review

Diversified Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q3 2026, buying an estimated $221 and bringing the position to 7,465 shares worth $797K. The position accounts for 0.14% of the portfolio, ranked #126.

Diversified Management first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $823K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Diversified Management held 7,465 shares of iShares Russell Mid-Cap ETF worth $797K as of Q3 2026.
  • Diversified Management bought 2 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $221.
  • iShares Russell Mid-Cap ETF made up 0.14% of Diversified Management's portfolio in Q3 2026, its #126 holding.
  • Diversified Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Diversified Management's iShares Russell Mid-Cap ETF position peaked at $823K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.