Herold Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Herold 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	$320K	Sell	3,000 -800	-21%	-$88.5K	0.06%	213
2026 Q2	$419K	Hold	3,800	–	–	0.08%	191
2026 Q1	$369K	Sell	3,800 -1,200	-24%	-$120K	0.08%	196
2025 Q4	$481K	Hold	5,000	–	–	0.11%	169
2025 Q3	$483K	Buy	5,000 +1,450	+41%	+$137K	0.11%	161
2025 Q2	$326K	Sell	3,550 -1,450	-29%	-$125K	0.07%	225
2025 Q1	$425K	Hold	5,000	–	–	0.09%	188
2024 Q4	$442K	Hold	5,000	–	–	0.1%	194
2024 Q3	$441K	Hold	5,000	–	–	0.1%	197
2024 Q2	$405K	Hold	5,000	–	–	0.09%	197
2024 Q1	$420K	Hold	5,000	–	–	0.1%	195
2023 Q4	$389K	Hold	5,000	–	–	0.11%	185
2023 Q3	$346K	Hold	5,000	–	–	0.11%	190
2023 Q2	$365K	Hold	5,000	–	–	0.11%	180
2023 Q1	$350K	Hold	5,000	–	–	0.12%	167
2022 Q4	$337K	Hold	5,000	–	–	0.14%	146
2022 Q3	$310K	Hold	5,000	–	–	0.15%	148
2022 Q2	$323K	Hold	5,000	–	–	0.14%	149
2022 Q1	$390K	Hold	5,000	–	–	0.14%	143
2021 Q4	$415K	Hold	5,000	–	–	0.16%	141
2021 Q3	$391K	Buy	+5,000	New	+$401K	0.15%	144

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

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

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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 19.14% 1-Year Est. Return

Herold Advisors's IWR Position: Q3 2026 in Review

Herold Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 21% in Q3 2026, selling an estimated $88.5K and leaving 3,000 shares worth $320K. The position accounts for 0.06% of the portfolio, ranked #213.

Herold Advisors first reported a position in IWR in Q3 2021 and has held it in 21 quarters since. The position peaked at $483K in Q3 2025. 607 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Herold Advisors held 3,000 shares of iShares Russell Mid-Cap ETF worth $320K as of Q3 2026.
Herold Advisors sold 800 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $88.5K.
iShares Russell Mid-Cap ETF made up 0.06% of Herold Advisors's portfolio in Q3 2026, its #213 holding.
Herold Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 21 quarters since.
Herold Advisors's iShares Russell Mid-Cap ETF position peaked at $483K in Q3 2025.
607 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.