FAS Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.95M | Buy |
30,310
+458
| +2% | +$45.8K | 0.18% | 111 |
|
|
2025
Q4 | $2.87M | Sell |
29,852
-927
| -3% | -$89.1K | 0.19% | 111 |
|
|
2025
Q3 | $2.97M | Sell |
30,779
-379
| -1% | -$35.9K | 0.2% | 101 |
|
|
2025
Q2 | $2.87M | Buy |
31,158
+754
| +2% | +$65.1K | 0.21% | 98 |
|
|
2025
Q1 | $2.59M | Buy |
30,404
+570
| +2% | +$50.8K | 0.21% | 100 |
|
|
2024
Q4 | $2.64M | Sell |
29,834
-577
| -2% | -$52.4K | 0.22% | 98 |
|
|
2024
Q3 | $2.68M | Buy |
30,411
+76
| +0.3% | +$6.4K | 0.21% | 100 |
|
|
2024
Q2 | $2.46M | Buy |
30,335
+548
| +2% | +$44.6K | 0.21% | 99 |
|
|
2024
Q1 | $2.5M | Buy |
29,787
+599
| +2% | +$47.5K | 0.22% | 96 |
|
|
2023
Q4 | $2.27M | Sell |
29,188
-315
| -1% | -$22.4K | 0.22% | 99 |
|
|
2023
Q3 | $2.04M | Sell |
29,503
-298
| -1% | -$21.7K | 0.22% | 96 |
|
|
2023
Q2 | $2.18M | Sell |
29,801
-11
| -0% | -$765 | 0.28% | 83 |
|
|
2023
Q1 | $2.08M | Sell |
29,812
-1,040
| -3% | -$73.4K | 0.23% | 93 |
|
|
2022
Q4 | $2.08M | Buy |
30,852
+1,742
| +6% | +$117K | 0.24% | 93 |
|
|
2022
Q3 | $1.81M | Buy |
29,110
+5,392
| +23% | +$371K | 0.2% | 90 |
|
|
2022
Q2 | $1.53M | Buy |
23,718
+3,853
| +19% | +$274K | 0.16% | 96 |
|
|
2022
Q1 | $1.55M | Buy |
19,865
+1,507
| +8% | +$116K | 0.15% | 98 |
|
|
2021
Q4 | $1.52M | Buy |
18,358
+32
| +0.2% | +$2.63K | 0.14% | 96 |
|
|
2021
Q3 | $1.43M | Buy |
18,326
+387
| +2% | +$31K | 0.13% | 99 |
|
|
2021
Q2 | $1.42M | Buy |
17,939
+574
| +3% | +$44.5K | 0.13% | 101 |
|
|
2021
Q1 | $1.28M | Buy |
17,365
+436
| +3% | +$31.5K | 0.13% | 103 |
|
|
2020
Q4 | $1.16M | Sell |
16,929
-116
| -0.7% | -$7.39K | 0.13% | 104 |
|
|
2020
Q3 | $978K | Buy |
17,045
+105
| +0.6% | +$5.98K | 0.13% | 111 |
|
|
2020
Q2 | $908K | Buy |
16,940
+189
| +1% | +$9.47K | 0.13% | 111 |
|
|
2020
Q1 | $723K | Sell |
16,751
-1
| -0% | -$55 | 0.13% | 111 |
|
|
2019
Q4 | $999K | Buy |
16,752
+111
| +0.7% | +$6.37K | 0.17% | 94 |
|
|
2019
Q3 | $931K | Buy |
16,641
+5
| +0% | +$280 | 0.17% | 93 |
|
|
2019
Q2 | $929K | Buy |
16,636
+232
| +1% | +$12.7K | 0.17% | 91 |
|
|
2019
Q1 | $885K | Buy |
16,404
+603
| +4% | +$31.2K | 0.17% | 90 |
|
|
2018
Q4 | $734K | Buy |
15,801
+3,149
| +25% | +$159K | 0.17% | 96 |
|
|
2018
Q3 | $698K | Buy |
12,652
+48
| +0.4% | +$2.63K | 0.16% | 85 |
|
|
2018
Q2 | $668K | Hold |
12,604
| – | – | 0.18% | 82 |
|
|
2018
Q1 | $650K | Buy |
12,604
+40
| +0.3% | +$2.11K | 0.19% | 83 |
|
|
2017
Q4 | $654K | Buy |
12,564
+100
| +0.8% | +$5.08K | 0.17% | 83 |
|
|
2017
Q3 | $614K | Buy |
12,464
+668
| +6% | +$32.2K | 0.17% | 83 |
|
|
2017
Q2 | $566K | Hold |
11,796
| – | – | 0.17% | 83 |
|
|
2017
Q1 | $552K | Sell |
11,796
-228
| -2% | -$10.6K | 0.17% | 85 |
|
|
2016
Q4 | $538K | Buy |
12,024
+780
| +7% | +$34.1K | 0.16% | 82 |
|
|
2016
Q3 | $490K | Buy |
11,244
+1,060
| +10% | +$45.9K | 0.16% | 82 |
|
|
2016
Q2 | $428K | Hold |
10,184
| – | – | 0.16% | 86 |
|
|
2016
Q1 | $415K | Sell |
10,184
-1,380
| -12% | -$52.5K | 0.21% | 59 |
|
|
2015
Q4 | $463K | Sell |
11,564
-1,328
| -10% | -$54.1K | 0.23% | 65 |
|
|
2015
Q3 | $501K | Buy |
12,892
+40
| +0.3% | +$1.66K | 0.29% | 45 |
|
|
2015
Q2 | $547K | Buy |
12,852
+2,340
| +22% | +$102K | 0.27% | 42 |
|
|
2015
Q1 | $455K | Buy |
10,512
+1,092
| +12% | +$46.4K | 0.23% | 45 |
|
|
2014
Q4 | $393K | Buy |
9,420
+1,024
| +12% | +$41.6K | 0.21% | 51 |
|
|
2014
Q3 | $332K | Buy |
8,396
+8
| +0.1% | +$322 | 0.19% | 54 |
|
|
2014
Q2 | $341K | Buy |
8,388
+1,700
| +25% | +$66.3K | 0.2% | 56 |
|
|
2014
Q1 | $259K | Buy |
+6,688
| New | +$254K | 0.18% | 70 |
|
Other funds holding IWR
FAS Wealth Partners's IWR Position: Q1 2026 in Review
FAS Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.5% in Q1 2026, buying an estimated $45.8K and bringing the position to 30,310 shares worth $2.95M. The position accounts for 0.18% of the portfolio, ranked #111.
FAS Wealth Partners first reported a position in IWR in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.97M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- FAS Wealth Partners held 30,310 shares of iShares Russell Mid-Cap ETF worth $2.95M as of Q1 2026.
- FAS Wealth Partners bought 458 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $45.8K.
- iShares Russell Mid-Cap ETF made up 0.18% of FAS Wealth Partners's portfolio in Q1 2026, its #111 holding.
- FAS Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
- FAS Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $2.97M in Q3 2025.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.