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

Enzi Wealth’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	$271K	Hold	2,471	–	–	0.08%	68
2026 Q2	$271K	Sell	2,471 -124	-5%	-$13K	0.09%	60
2026 Q1	$252K	Hold	2,595	–	–	0.09%	59
2025 Q4	$261K	Sell	2,595 -200	-7%	-$19.2K	0.09%	62
2025 Q3	$266K	Hold	2,795	–	–	0.09%	58
2025 Q2	$260K	Hold	2,795	–	–	0.1%	60
2025 Q1	$233K	Hold	2,795	–	–	0.09%	59
2024 Q4	$258K	Hold	2,795	–	–	0.1%	59
2024 Q3	$250K	Hold	2,795	–	–	0.1%	58
2024 Q2	$226K	Sell	2,795 -760	-21%	-$61.9K	0.1%	59
2024 Q1	$283K	Sell	3,555 -36	-1%	-$2.85K	0.13%	47
2023 Q4	$279K	Sell	3,591 -2,027	-36%	-$144K	0.13%	47
2023 Q3	$384K	Sell	5,618 -510	-8%	-$37.2K	0.2%	37
2023 Q2	$461K	Sell	6,128 -2,508	-29%	-$174K	0.23%	35
2023 Q1	$605K	Sell	8,636 -6,780	-44%	-$479K	0.31%	34
2022 Q4	$1.1M	Sell	15,416 -3,834	-20%	-$259K	0.53%	31
2022 Q3	$1.36M	Buy	+19,250	New	+$1.32M	0.67%	26

Other funds holding IWR

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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

Enzi Wealth's IWR Position: Q3 2026 in Review

Enzi Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,471 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #68.

Enzi Wealth first reported a position in IWR in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.36M in Q3 2022. 677 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Enzi Wealth held 2,471 shares of iShares Russell Mid-Cap ETF worth $271K as of Q3 2026.
Enzi Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Enzi Wealth's portfolio in Q3 2026, its #68 holding.
Enzi Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 17 quarters since.
Enzi Wealth's iShares Russell Mid-Cap ETF position peaked at $1.36M in Q3 2022.
677 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.