FFA
IWR icon

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

Farther Finance 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 		$4.59M Buy
42,971
+4,461
+12% +$494K 0.03% 462
2026
Q2 		$4.25M Buy
38,510
+1,854
+5% +$195K 0.03% 452
2026
Q1 		$3.59M Buy
36,656
+7,677
+26% +$767K 0.03% 440
2025
Q4 		$2.79M Buy
28,979
+8,821
+44% +$848K 0.03% 468
2025
Q3 		$1.95M Buy
20,158
+751
+4% +$71.2K 0.03% 466
2025
Q2 		$1.78M Buy
19,407
+4,476
+30% +$387K 0.04% 401
2025
Q1 		$1.27M Sell
14,931
-1,310
-8% -$117K 0.03% 422
2024
Q4 		$1.44M Buy
16,241
+15,146
+1,383% +$1.37M 0.05% 277
2024
Q3 		$96.5K Sell
1,095
-327
-23% -$27.6K ﹤0.01% 1320
2024
Q2 		$114K Buy
1,422
+345
+32% +$28.1K 0.01% 1077
2024
Q1 		$90K Buy
1,077
+169
+19% +$13.4K 0.01% 978
2023
Q4 		$70.6K Buy
908
+256
+39% +$18.2K 0.01% 912
2023
Q3 		$45.2K Buy
652
+407
+166% +$29.7K 0.01% 803
2023
Q2 		$17.9K Buy
+245
New +$17K ﹤0.01% 1033
2023
Q1 		– Sell
-13
Closed -$877 – 2388
2022
Q4 		$877 Buy
+13
New +$877 ﹤0.01% 1685

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
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
SC
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

Farther Finance Advisors's IWR Position: Q3 2026 in Review

Farther Finance Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q3 2026, buying an estimated $494K and bringing the position to 42,971 shares worth $4.59M. The position accounts for 0.03% of the portfolio, ranked #462.

Farther Finance Advisors first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Farther Finance Advisors held 42,971 shares of iShares Russell Mid-Cap ETF worth $4.59M as of Q3 2026.
  • Farther Finance Advisors bought 4,461 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $494K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #462 holding.
  • Farther Finance Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.