Holos Integrated Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Holos Integrated Wealth’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	$8.67K	Buy	+80	New	+$8.85K	﹤0.01%	278

Other funds holding IWR

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

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

Holos Integrated Wealth's IWR Position: Q3 2026 in Review

Holos Integrated Wealth opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 80 shares worth $8.67K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings.

541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Holos Integrated Wealth held 80 shares of iShares Russell Mid-Cap ETF worth $8.67K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Holos Integrated Wealth position in Q3 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #278 holding.
541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.