Elevated Capital Advisors
IWR icon

Elevated Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Elevated Capital Advisors’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 		$84.6K Hold
793
– – 0.03% 231
2026
Q2 		$87.5K Hold
793
– – 0.02% 292
2026
Q1 		$77.1K Hold
793
– – 0.02% 311
2025
Q4 		$76.3K Buy
+793
New +$76.2K 0.02% 319

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Elevated Capital Advisors's IWR Position: Q3 2026 in Review

Elevated Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 793 shares worth $84.6K. The position accounts for 0.03% of the portfolio, ranked #231.

Elevated Capital Advisors first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $87.5K in Q2 2026. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Elevated Capital Advisors held 793 shares of iShares Russell Mid-Cap ETF worth $84.6K as of Q3 2026.
  • Elevated Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of Elevated Capital Advisors's portfolio in Q3 2026, its #231 holding.
  • Elevated Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $87.5K in Q2 2026.
  • 1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.