Flagstar Advisors
IWR icon

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

Flagstar 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 		$3.32M Sell
31,115
-149
-0.5% -$16.5K 1.01% 33
2026
Q2 		$3.45M Sell
31,264
-1,031
-3% -$108K 1.04% 30
2026
Q1 		$3.14M Sell
32,295
-3,302
-9% -$330K 1.14% 27
2025
Q4 		$3.43M Buy
35,597
+1,902
+6% +$183K 1.15% 29
2025
Q3 		$3.25M Sell
33,695
-6,291
-16% -$596K 1% 31
2025
Q2 		$3.68M Sell
39,986
-2,571
-6% -$222K 1.02% 28
2025
Q1 		$3.62M Buy
42,557
+900
+2% +$80.3K 0.93% 28
2024
Q4 		$3.68M Sell
41,657
-775
-2% -$70.3K 0.92% 28
2024
Q3 		$3.74M Sell
42,432
-613
-1% -$51.6K 0.95% 27
2024
Q2 		$3.49M Sell
43,045
-4,370
-9% -$356K 0.96% 29
2024
Q1 		$3.99M Buy
47,415
+1,714
+4% +$136K 1.11% 24
2023
Q4 		$3.55M Sell
45,701
-10,172
-18% -$723K 1.12% 24
2023
Q3 		$3.88M Sell
55,873
-10,749
-16% -$784K 1.48% 15
2023
Q2 		$4.87M Sell
66,622
-22,439
-25% -$1.56M 1.83% 11
2023
Q1 		$6.23M Sell
89,061
-6,595
-7% -$466K 2.26% 7
2022
Q4 		$6.45M Sell
95,656
-1,898
-2% -$128K 2.27% 7
2022
Q3 		$6.06M Sell
97,554
-2,444
-2% -$168K 2.28% 7
2022
Q2 		$6.46M Sell
99,998
-5,746
-5% -$409K 2.39% 7
2022
Q1 		$8.25M Sell
105,744
-2,856
-3% -$220K 2.59% 7
2021
Q4 		$9.02M Sell
108,600
-4,622
-4% -$379K 2.77% 7
2021
Q3 		$8.86M Buy
+113,222
New +$9.07M 2.95% 5

Other funds holding IWR

Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Flagstar Advisors's IWR Position: Q3 2026 in Review

Flagstar Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.48% in Q3 2026, selling an estimated $16.5K and leaving 31,115 shares worth $3.32M. The position accounts for 1.01% of the portfolio, ranked #33.

Flagstar Advisors first reported a position in IWR in Q3 2021 and has held it in 21 quarters since. The position peaked at $9.02M in Q4 2021. 703 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Flagstar Advisors held 31,115 shares of iShares Russell Mid-Cap ETF worth $3.32M as of Q3 2026.
  • Flagstar Advisors sold 149 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $16.5K.
  • iShares Russell Mid-Cap ETF made up 1.01% of Flagstar Advisors's portfolio in Q3 2026, its #33 holding.
  • Flagstar Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
  • Flagstar Advisors's iShares Russell Mid-Cap ETF position peaked at $9.02M in Q4 2021.
  • 703 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.