Focus Financial Network’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Focus Financial Network’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	$23M	Sell	215,963 -1,215	-0.6%	-$134K	0.7%	28
2026 Q2	$24M	Sell	217,178 -4,677	-2%	-$492K	0.74%	25
2026 Q1	$21.6M	Sell	221,855 -3,514	-2%	-$351K	0.77%	23
2025 Q4	$21.7M	Sell	225,369 -8,631	-4%	-$830K	0.76%	24
2025 Q3	$22.6M	Sell	234,000 -4,479	-2%	-$425K	0.81%	20
2025 Q2	$21.9M	Sell	238,479 -3,348	-1%	-$289K	0.87%	20
2025 Q1	$20.6M	Sell	241,827 -4,841	-2%	-$432K	0.84%	23
2024 Q4	$21.8M	Buy	246,668 +3,246	+1%	+$295K	0.87%	22
2024 Q3	$21.5M	Sell	243,422 -3,050	-1%	-$257K	0.88%	23
2024 Q2	$20.8M	Buy	246,472 +5,003	+2%	+$407K	0.89%	23
2024 Q1	$19M	Buy	241,469 +397	+0.2%	+$31.5K	0.93%	22
2023 Q4	$18.7M	Buy	241,072 +15,957	+7%	+$1.13M	0.7%	25
2023 Q3	$15.7M	Buy	225,115 +9,310	+4%	+$679K	0.88%	23
2023 Q2	$15.8M	Buy	215,805 +10,361	+5%	+$721K	0.88%	23
2023 Q1	$14.4M	Sell	205,444 -431	-0.2%	-$30.4K	0.89%	20
2022 Q4	$13.9M	Buy	205,875 +6,677	+3%	+$450K	1.13%	18
2022 Q3	$12.4M	Buy	199,198 +4,918	+3%	+$338K	1.07%	18
2022 Q2	$12.6M	Buy	194,280 +4,479	+2%	+$319K	1.04%	17
2022 Q1	$14.8M	Buy	189,801 +179,828	+1,803%	+$13.8M	1.03%	19
2021 Q4	$828K	Buy	9,973 +282	+3%	+$23.1K	0.12%	152
2021 Q3	$758K	Sell	9,691 -831	-8%	-$66.6K	0.1%	183
2021 Q2	$834K	Buy	10,522 +647	+7%	+$50.2K	0.11%	179
2021 Q1	$730K	Sell	9,875 -153,405	-94%	-$11.1M	0.09%	196
2020 Q4	$11.2M	Buy	163,280 +8,758	+6%	+$558K	0.99%	23
2020 Q3	$8.87M	Buy	154,522 +1,512	+1%	+$86.1K	0.83%	28
2020 Q2	$8.2M	Buy	153,010 +27,986	+22%	+$1.4M	0.91%	25
2020 Q1	$5.4M	Buy	125,024 +8,527	+7%	+$469K	0.72%	38
2019 Q4	$6.95M	Sell	116,497 -1,633	-1%	-$93.8K	0.85%	25
2019 Q3	$6.61M	Sell	118,130 -202	-0.2%	-$11.3K	0.92%	24
2019 Q2	$6.61M	Buy	118,332 +7,034	+6%	+$386K	0.98%	22
2019 Q1	$6M	Buy	+111,298	New	+$5.77M	0.96%	23

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

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

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Focus Financial Network's IWR Position: Q3 2026 in Review

Focus Financial Network reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.56% in Q3 2026, selling an estimated $134K and leaving 215,963 shares worth $23M. The position accounts for 0.7% of the portfolio, ranked #28.

Focus Financial Network first reported a position in IWR in Q1 2019 and has held it in 31 quarters since. The position peaked at $24M in Q2 2026. 183 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Focus Financial Network held 215,963 shares of iShares Russell Mid-Cap ETF worth $23M as of Q3 2026.
Focus Financial Network sold 1,215 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $134K.
iShares Russell Mid-Cap ETF made up 0.7% of Focus Financial Network's portfolio in Q3 2026, its #28 holding.
Focus Financial Network first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
Focus Financial Network's iShares Russell Mid-Cap ETF position peaked at $24M in Q2 2026.
183 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.