Hazlett, Burt & Watson
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Hazlett, Burt & Watson’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hazlett, Burt & Watson’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 		$201K Hold
1,885
– – 0.05% 260
2026
Q2 		$208K Hold
1,885
– – 0.06% 263
2026
Q1 		$182K Buy
1,885
+65
+4% +$6.49K 0.06% 263
2025
Q4 		$175K Buy
1,820
+200
+12% +$19.2K 0.06% 269
2025
Q3 		$157K Sell
1,620
-121
-7% -$11.5K 0.06% 259
2025
Q2 		$160K Hold
1,741
– – 0.07% 229
2025
Q1 		$148K Sell
1,741
-507
-23% -$45.2K 0.07% 231
2024
Q4 		$199K Buy
2,248
+1
+0% +$91 0.09% 201
2024
Q3 		$198K Buy
2,247
+1
+0% +$84 0.09% 198
2024
Q2 		$182K Sell
2,246
-645
-22% -$52.5K 0.09% 195
2024
Q1 		$243K Buy
2,891
+2,435
+534% +$193K 0.15% 147
2023
Q4 		$35K Buy
456
+2
+0.4% +$142 0.02% 355
2023
Q3 		$31K Sell
454
-216
-32% -$15.8K 0.02% 363
2023
Q2 		$50K Buy
670
+549
+454% +$38.2K 0.04% 297
2023
Q1 		$8K Sell
121
-11
-8% -$777 0.01% 471
2022
Q4 		$9K Hold
132
– – 0.01% 469
2022
Q3 		$8K Hold
132
– – 0.01% 475
2022
Q2 		$9K Hold
132
– – 0.01% 469
2022
Q1 		$10K Buy
+132
New +$10.2K 0.01% 473

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
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

Hazlett, Burt & Watson's IWR Position: Q3 2026 in Review

Hazlett, Burt & Watson held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 1,885 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #260.

Hazlett, Burt & Watson first reported a position in IWR in Q1 2022 and has held it in 19 quarters since. The position peaked at $243K in Q1 2024. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Hazlett, Burt & Watson held 1,885 shares of iShares Russell Mid-Cap ETF worth $201K as of Q3 2026.
  • Hazlett, Burt & Watson left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.05% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #260 holding.
  • Hazlett, Burt & Watson first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's iShares Russell Mid-Cap ETF position peaked at $243K in Q1 2024.
  • 1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.