Fort Washington Investment Advisors
IWR icon

Fort Washington Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fort Washington Investment 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 		$4.73M Sell
44,351
-4,203
-9% -$465K 0.02% 237
2026
Q2 		$5.36M Sell
48,554
-4,095
-8% -$431K 0.03% 235
2026
Q1 		$5.12M Buy
52,649
+14,847
+39% +$1.48M 0.03% 234
2025
Q4 		$3.64M Buy
37,802
+32,021
+554% +$3.08M 0.02% 241
2025
Q3 		$558K Sell
5,781
-164
-3% -$15.5K ﹤0.01% 314
2025
Q2 		$547K Sell
5,945
-275
-4% -$23.8K ﹤0.01% 310
2025
Q1 		$529K Sell
6,220
-150
-2% -$13.4K ﹤0.01% 313
2024
Q4 		$563K Hold
6,370
– – ﹤0.01% 307
2024
Q3 		$561K Hold
6,370
– – ﹤0.01% 313
2024
Q2 		$516K Hold
6,370
– – ﹤0.01% 326
2024
Q1 		$536K Hold
6,370
– – ﹤0.01% 327
2023
Q4 		$495K Hold
6,370
– – ﹤0.01% 316
2023
Q3 		$441K Hold
6,370
– – ﹤0.01% 314
2023
Q2 		$465K Hold
6,370
– – ﹤0.01% 316
2023
Q1 		$445K Hold
6,370
– – ﹤0.01% 316
2022
Q4 		$430K Sell
6,370
-503
-7% -$33.9K ﹤0.01% 322
2022
Q3 		$427K Hold
6,873
– – ﹤0.01% 332
2022
Q2 		$444K Hold
6,873
– – ﹤0.01% 334
2022
Q1 		$536K Hold
6,873
– – ﹤0.01% 382
2021
Q4 		$571K Hold
6,873
– – ﹤0.01% 381
2021
Q3 		$538K Buy
6,873
+2,000
+41% +$160K ﹤0.01% 382
2021
Q2 		$386K Buy
4,873
+1,350
+38% +$105K ﹤0.01% 425
2021
Q1 		$260K Hold
3,523
– – ﹤0.01% 463
2020
Q4 		$242K Buy
+3,523
New +$224K ﹤0.01% 469

Other funds holding IWR

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
SIA
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
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Tompkins Financial
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Fort Washington Investment Advisors's IWR Position: Q3 2026 in Review

Fort Washington Investment Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.7% in Q3 2026, selling an estimated $465K and leaving 44,351 shares worth $4.73M. The position accounts for 0.02% of the portfolio, ranked #237.

Fort Washington Investment Advisors first reported a position in IWR in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.36M in Q2 2026. 302 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Fort Washington Investment Advisors held 44,351 shares of iShares Russell Mid-Cap ETF worth $4.73M as of Q3 2026.
  • Fort Washington Investment Advisors sold 4,203 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $465K.
  • iShares Russell Mid-Cap ETF made up 0.02% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #237 holding.
  • Fort Washington Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Fort Washington Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $5.36M in Q2 2026.
  • 302 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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