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

Integrated Advisors Network’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	$6.67M	Sell	62,529 -579	-0.9%	-$64.1K	0.31%	80
2026 Q2	$6.96M	Sell	63,108 -374	-0.6%	-$39.3K	0.32%	73
2026 Q1	$6.17M	Sell	63,482 -2,222	-3%	-$222K	0.32%	76
2025 Q4	$6.33M	Sell	65,704 -2,699	-4%	-$260K	0.28%	84
2025 Q3	$6.6M	Sell	68,403 -2,039	-3%	-$193K	0.28%	86
2025 Q2	$6.48M	Buy	70,442 +27,713	+65%	+$2.39M	0.29%	87
2025 Q1	$3.63M	Buy	42,729 +424	+1%	+$37.8K	0.18%	128
2024 Q4	$3.74M	Sell	42,305 -718	-2%	-$65.2K	0.18%	136
2024 Q3	$3.79M	Sell	43,023 -191	-0.4%	-$16.1K	0.18%	141
2024 Q2	$3.5M	Sell	43,214 -2,972	-6%	-$242K	0.18%	147
2024 Q1	$3.88M	Sell	46,186 -183	-0.4%	-$14.5K	0.2%	142
2023 Q4	$3.6M	Sell	46,369 -3,195	-6%	-$227K	0.2%	141
2023 Q3	$3.43M	Hold	49,564	–	–	0.21%	134
2023 Q2	$3.62M	Sell	49,564 -341	-0.7%	-$23.7K	0.21%	130
2023 Q1	$3.49M	Buy	49,905 +960	+2%	+$67.8K	0.21%	127
2022 Q4	$3.3M	Sell	48,945 -249	-0.5%	-$16.8K	0.21%	137
2022 Q3	$3.06M	Buy	49,194 +36,080	+275%	+$2.48M	0.21%	131
2022 Q2	$848K	Buy	13,114 +572	+5%	+$40.7K	0.06%	308
2022 Q1	$979K	Sell	12,542 -252	-2%	-$19.4K	0.06%	311
2021 Q4	$1.06M	Sell	12,794 -17	-0.1%	-$1.4K	0.06%	268
2021 Q3	$1M	Buy	12,811 +1,497	+13%	+$120K	0.07%	256
2021 Q2	$897K	Buy	11,314 +1,308	+13%	+$101K	0.07%	237
2021 Q1	$740K	Buy	10,006 +1,281	+15%	+$92.6K	0.07%	247
2020 Q4	$598K	Buy	8,725 +905	+12%	+$57.6K	0.07%	255
2020 Q3	$449K	Buy	7,820 +36	+0.5%	+$2.05K	0.06%	277
2020 Q2	$417K	Buy	7,784 +1,290	+20%	+$64.7K	0.05%	283
2020 Q1	$280K	Buy	+6,494	New	+$357K	0.05%	288

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

Integrated Advisors Network's IWR Position: Q3 2026 in Review

Integrated Advisors Network reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.92% in Q3 2026, selling an estimated $64.1K and leaving 62,529 shares worth $6.67M. The position accounts for 0.31% of the portfolio, ranked #80.

Integrated Advisors Network first reported a position in IWR in Q1 2020 and has held it in 27 quarters since. The position peaked at $6.96M in Q2 2026. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Integrated Advisors Network held 62,529 shares of iShares Russell Mid-Cap ETF worth $6.67M as of Q3 2026.
Integrated Advisors Network sold 579 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $64.1K.
iShares Russell Mid-Cap ETF made up 0.31% of Integrated Advisors Network's portfolio in Q3 2026, its #80 holding.
Integrated Advisors Network first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 27 quarters since.
Integrated Advisors Network's iShares Russell Mid-Cap ETF position peaked at $6.96M in Q2 2026.
541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.