Elevation Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Elevation Wealth Partners’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	$86.9K	Sell	814 -151	-16%	-$16.7K	0.02%	227
2026 Q2	$106K	Hold	965	–	–	0.03%	188
2026 Q1	$93.8K	Sell	965 -192	-17%	-$19.2K	0.03%	175
2025 Q4	$111K	Sell	1,157 -188	-14%	-$18.1K	0.04%	160
2025 Q3	$130K	Hold	1,345	–	–	0.05%	151
2025 Q2	$124K	Hold	1,345	–	–	0.05%	152
2025 Q1	$114K	Hold	1,345	–	–	0.05%	153
2024 Q4	$119K	Sell	1,345 -59	-4%	-$5.36K	0.05%	149
2024 Q3	$124K	Hold	1,404	–	–	0.05%	144
2024 Q2	$114K	Hold	1,404	–	–	0.05%	144
2024 Q1	$118K	Hold	1,404	–	–	0.06%	140
2023 Q4	$97.2K	Hold	1,404	–	–	0.06%	156
2023 Q3	$97.2K	Hold	1,404	–	–	0.08%	97
2023 Q2	$103K	Hold	1,404	–	–	0.09%	98
2023 Q1	$98.2K	Buy	+1,404	New	+$99.1K	0.09%	104

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

Elevation Wealth Partners's IWR Position: Q3 2026 in Review

Elevation Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 16% in Q3 2026, selling an estimated $16.7K and leaving 814 shares worth $86.9K. The position accounts for 0.02% of the portfolio, ranked #227.

Elevation Wealth Partners first reported a position in IWR in Q1 2023 and has held it in 15 quarters since. The position peaked at $130K in Q3 2025. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Elevation Wealth Partners held 814 shares of iShares Russell Mid-Cap ETF worth $86.9K as of Q3 2026.
Elevation Wealth Partners sold 151 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $16.7K.
iShares Russell Mid-Cap ETF made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #227 holding.
Elevation Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $130K in Q3 2025.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.