Fourpath Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fourpath Capital 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	$583K	Hold	5,465	–	–	0.08%	150
2026 Q2	$603K	Hold	5,465	–	–	0.08%	159
2026 Q1	$531K	Hold	5,465	–	–	0.08%	157
2025 Q4	$526K	Hold	5,465	–	–	0.07%	147
2025 Q3	$528K	Hold	5,465	–	–	0.08%	147
2025 Q2	$503K	Hold	5,465	–	–	0.08%	140
2025 Q1	$465K	Hold	5,465	–	–	0.08%	148
2024 Q4	$483K	Hold	5,465	–	–	0.09%	145
2024 Q3	$482K	Hold	5,465	–	–	0.09%	145
2024 Q2	$443K	Sell	5,465 -67	-1%	-$5.45K	0.33%	73
2024 Q1	$465K	Hold	5,532	–	–	0.32%	77
2023 Q4	$430K	Sell	5,532 -26	-0.5%	-$1.85K	0.29%	81
2023 Q3	$385K	Buy	+5,558	New	+$405K	0.29%	79
2023 Q2	–	Sell	-5,585	Closed	-$391K	–	116
2023 Q1	$391K	Sell	5,585 -82	-1%	-$5.79K	0.27%	84
2022 Q4	$382K	Sell	5,667 -135	-2%	-$9.1K	0.28%	79
2022 Q3	$361K	Hold	5,802	–	–	0.25%	82
2022 Q2	$375K	Sell	5,802 -5	-0.1%	-$356	0.23%	92
2022 Q1	$453K	Hold	5,807	–	–	0.18%	92
2021 Q4	$482K	Buy	+5,807	New	+$477K	0.19%	93

Other funds holding IWR

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

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

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

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

Fourpath Capital Management's IWR Position: Q3 2026 in Review

Fourpath Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 5,465 shares worth $583K. The position accounts for 0.08% of the portfolio, ranked #150.

Fourpath Capital Management first reported a position in IWR in Q4 2021 and has held it in 19 quarters since. The position peaked at $603K in Q2 2026. 435 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Fourpath Capital Management held 5,465 shares of iShares Russell Mid-Cap ETF worth $583K as of Q3 2026.
Fourpath Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.08% of Fourpath Capital Management's portfolio in Q3 2026, its #150 holding.
Fourpath Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 19 quarters since.
Fourpath Capital Management's iShares Russell Mid-Cap ETF position peaked at $603K in Q2 2026.
435 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Fourpath Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.