Eclectic Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Eclectic Associates’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	$320K	Sell	3,000 -1	-0%	-$111	0.04%	120
2026 Q2	$331K	Hold	3,001	–	–	0.04%	123
2026 Q1	$292K	Sell	3,001 -380	-11%	-$38K	0.04%	125
2025 Q4	$325K	Sell	3,381 -19	-0.6%	-$1.83K	0.05%	114
2025 Q3	$328K	Sell	3,400 -411	-11%	-$39K	0.06%	97
2025 Q2	$350K	Hold	3,811	–	–	0.08%	93
2025 Q1	$324K	Sell	3,811 -523	-12%	-$46.6K	0.09%	97
2024 Q4	$383K	Buy	4,334 +1,334	+44%	+$121K	0.11%	91
2024 Q3	$264K	Hold	3,000	–	–	0.1%	90
2024 Q2	$243K	Hold	3,000	–	–	0.11%	83
2024 Q1	$252K	Hold	3,000	–	–	0.12%	82
2023 Q4	$233K	Hold	3,000	–	–	0.11%	81
2023 Q3	$208K	Hold	3,000	–	–	0.11%	78
2023 Q2	$219K	Hold	3,000	–	–	0.11%	80
2023 Q1	$210K	Hold	3,000	–	–	0.11%	78
2022 Q4	$202K	Buy	+3,000	New	+$202K	0.1%	78
2022 Q2	–	Sell	-3,000	Closed	-$234K	–	72
2022 Q1	$234K	Hold	3,000	–	–	0.15%	64
2021 Q4	$249K	Hold	3,000	–	–	0.16%	67
2021 Q3	$235K	Hold	3,000	–	–	0.17%	60
2021 Q2	$238K	Hold	3,000	–	–	0.18%	57
2021 Q1	$222K	Hold	3,000	–	–	0.18%	57
2020 Q4	$206K	Buy	+3,000	New	+$191K	0.2%	56

Other funds holding IWR

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

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

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Eclectic Associates's IWR Position: Q3 2026 in Review

Eclectic Associates reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q3 2026, selling an estimated $111 and leaving 3,000 shares worth $320K. The position accounts for 0.04% of the portfolio, ranked #120.

Eclectic Associates first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $383K in Q4 2024. 487 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Eclectic Associates held 3,000 shares of iShares Russell Mid-Cap ETF worth $320K as of Q3 2026.
Eclectic Associates sold 1 iShares Russell Mid-Cap ETF share in Q3 2026, an estimated $111.
iShares Russell Mid-Cap ETF made up 0.04% of Eclectic Associates's portfolio in Q3 2026, its #120 holding.
Eclectic Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Eclectic Associates's iShares Russell Mid-Cap ETF position peaked at $383K in Q4 2024.
487 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.