Flagstone Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Flagstone Financial Management’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	$835K	Hold	7,823	–	–	0.18%	33
2026 Q2	$863K	Hold	7,823	–	–	0.19%	33
2026 Q1	$761K	Hold	7,823	–	–	0.19%	33
2025 Q4	$753K	Hold	7,823	–	–	0.19%	34
2025 Q3	$755K	Hold	7,823	–	–	0.2%	31
2025 Q2	$719K	Sell	7,823 -47	-0.6%	-$4.06K	0.21%	32
2025 Q1	$670K	Hold	7,870	–	–	0.22%	29
2024 Q4	$696K	Buy	7,870 +47	+0.6%	+$4.27K	0.23%	28
2024 Q3	$690K	Buy	7,823 +2,901	+59%	+$244K	0.23%	26
2024 Q2	$399K	Hold	4,922	–	–	0.15%	35
2024 Q1	$414K	Hold	4,922	–	–	0.16%	33
2023 Q4	$383K	Hold	4,922	–	–	0.16%	34
2023 Q3	$341K	Hold	4,922	–	–	0.16%	31
2023 Q2	$359K	Hold	4,922	–	–	0.17%	32
2023 Q1	$344K	Hold	4,922	–	–	0.17%	31
2022 Q4	$332K	Buy	+4,922	New	+$332K	0.2%	31

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Flagstone Financial Management's IWR Position: Q3 2026 in Review

Flagstone Financial Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 7,823 shares worth $835K. The position accounts for 0.18% of the portfolio, ranked #33.

Flagstone Financial Management first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $863K in Q2 2026. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Flagstone Financial Management held 7,823 shares of iShares Russell Mid-Cap ETF worth $835K as of Q3 2026.
Flagstone Financial Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.18% of Flagstone Financial Management's portfolio in Q3 2026, its #33 holding.
Flagstone Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
Flagstone Financial Management's iShares Russell Mid-Cap ETF position peaked at $863K in Q2 2026.
1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.