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

Emerald 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	$333K	Hold	3,117	–	–	0.04%	95
2026 Q2	$344K	Hold	3,117	–	–	0.04%	97
2026 Q1	$303K	Hold	3,117	–	–	0.04%	94
2025 Q4	$300K	Hold	3,117	–	–	0.04%	92
2025 Q3	$301K	Hold	3,117	–	–	0.04%	88
2025 Q2	$287K	Hold	3,117	–	–	0.04%	88
2025 Q1	$265K	Hold	3,117	–	–	0.04%	86
2024 Q4	$276K	Hold	3,117	–	–	0.04%	82
2024 Q3	$281K	Hold	3,117	–	–	0.04%	80
2024 Q2	$253K	Hold	3,117	–	–	0.04%	79
2024 Q1	$262K	Hold	3,117	–	–	0.05%	84
2023 Q4	$242K	Hold	3,117	–	–	0.05%	83
2023 Q3	$216K	Hold	3,117	–	–	0.05%	77
2023 Q2	$228K	Hold	3,117	–	–	0.05%	78
2023 Q1	$218K	Hold	3,117	–	–	0.06%	75
2022 Q4	$210K	Buy	+3,117	New	+$210K	0.06%	74
2022 Q3	–	Sell	-3,117	Closed	-$202K	–	81
2022 Q2	$202K	Hold	3,117	–	–	0.06%	80
2022 Q1	$243K	Hold	3,117	–	–	0.06%	87
2021 Q4	$259K	Hold	3,117	–	–	0.06%	78
2021 Q3	$244K	Hold	3,117	–	–	0.07%	88
2021 Q2	$247K	Hold	3,117	–	–	0.08%	86
2021 Q1	$230K	Hold	3,117	–	–	0.08%	76
2020 Q4	$214K	Buy	+3,117	New	+$199K	0.07%	78
2020 Q2	–	Sell	-4,312	Closed	-$216K	–	76
2020 Q1	$216K	Sell	4,312 -15,464	-78%	-$851K	0.1%	66
2019 Q4	$1.18M	Buy	+19,776	New	+$1.14M	1.13%	8

Other funds holding IWR

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

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 19.15% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

Emerald Advisors's IWR Position: Q3 2026 in Review

Emerald Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 3,117 shares worth $333K. The position accounts for 0.04% of the portfolio, ranked #95.

Emerald Advisors first reported a position in IWR in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.18M in Q4 2019. 417 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Emerald Advisors held 3,117 shares of iShares Russell Mid-Cap ETF worth $333K as of Q3 2026.
Emerald Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Emerald Advisors's portfolio in Q3 2026, its #95 holding.
Emerald Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
Emerald Advisors's iShares Russell Mid-Cap ETF position peaked at $1.18M in Q4 2019.
417 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Emerald Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.