Fiduciary Alliance’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fiduciary Alliance’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	–	Sell	-1,946	Closed	-$215K	–	534
2026 Q2	$215K	Sell	1,946 -5,913	-75%	-$622K	0.01%	509
2026 Q1	$804K	Buy	7,859 +167	+2%	+$16.7K	0.05%	293
2025 Q4	$740K	Buy	7,692 +14	+0.2%	+$1.35K	0.05%	284
2025 Q3	$741K	Sell	7,678 -445	-5%	-$42.2K	0.05%	276
2025 Q2	$747K	Sell	8,123 -999	-11%	-$86.3K	0.06%	264
2025 Q1	$776K	Buy	+9,122	New	+$814K	0.08%	198
2023 Q3	–	Sell	-1,517	Closed	-$111K	–	556
2023 Q2	$111K	Buy	+1,517	New	+$106K	0.02%	202
2023 Q1	–	Sell	-1,522	Closed	-$103K	–	498
2022 Q4	$103K	Buy	+1,522	New	+$103K	0.03%	162

Other funds holding IWR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Fiduciary Alliance's IWR Position: Q3 2026 in Review

Fiduciary Alliance sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2026, closing a stake of 1,946 shares — an estimated $215K sold.

Fiduciary Alliance first reported a position in IWR in Q4 2022 and held it in 8 quarters. The position peaked at $804K in Q1 2026. 896 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Fiduciary Alliance reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Fiduciary Alliance sold 1,946 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $215K.
Fiduciary Alliance first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 8 quarters.
Fiduciary Alliance's iShares Russell Mid-Cap ETF position peaked at $804K in Q1 2026.
896 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.