Investors Research Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Investors Research Corp’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	$751K	Sell	7,034 -5,606	-44%	-$620K	0.13%	126
2026 Q2	$1.39M	Sell	12,640 -5,085	-29%	-$535K	0.25%	64
2026 Q1	$1.72M	Buy	17,725 +21	+0.1%	+$2.1K	0.33%	42
2025 Q4	$1.7M	Hold	17,704	–	–	0.31%	47
2025 Q3	$1.71M	Sell	17,704 -469	-3%	-$44.5K	0.32%	47
2025 Q2	$1.67M	Hold	18,173	–	–	0.33%	51
2025 Q1	$1.55M	Buy	18,173 +180	+1%	+$16.1K	0.33%	54
2024 Q4	$1.59M	Hold	17,993	–	–	0.35%	50
2024 Q3	$1.59M	Hold	17,993	–	–	0.35%	54
2024 Q2	$1.46M	Hold	17,993	–	–	0.34%	56
2024 Q1	$1.51M	Hold	17,993	–	–	0.35%	56
2023 Q4	$1.4M	Hold	17,993	–	–	0.34%	59
2023 Q3	$1.25M	Hold	17,993	–	–	0.33%	66
2023 Q2	$1.31M	Hold	17,993	–	–	0.33%	65
2023 Q1	$1.26M	Hold	17,993	–	–	0.33%	70
2022 Q4	$1.21M	Hold	17,993	–	–	0.33%	71
2022 Q3	$1.12M	Hold	17,993	–	–	0.34%	61
2022 Q2	$1.16M	Hold	17,993	–	–	0.35%	65
2022 Q1	$1.4M	Hold	17,993	–	–	0.4%	62
2021 Q4	$1.49M	Hold	17,993	–	–	0.45%	58
2021 Q3	$1.41M	Hold	17,993	–	–	0.47%	55
2021 Q2	$1.43M	Hold	17,993	–	–	0.49%	59
2021 Q1	$1.33M	Sell	17,993 -2,000	-10%	-$145K	0.5%	46
2020 Q4	$1.37M	Hold	19,993	–	–	0.54%	27
2020 Q3	$1.15M	Hold	19,993	–	–	0.56%	26
2020 Q2	$1.07M	Hold	19,993	–	–	0.54%	36
2020 Q1	$863K	Hold	19,993	–	–	0.54%	27
2019 Q4	$1.19M	Hold	19,993	–	–	0.55%	32
2019 Q3	$1.12M	Buy	19,993 +17,993	+900%	+$1.01M	0.57%	32
2019 Q2	$112K	Hold	2,000	–	–	0.06%	361
2019 Q1	$108K	Buy	+2,000	New	+$104K	0.06%	369

Other funds holding IWR

VFA

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

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

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

BFG

Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Investors Research Corp's IWR Position: Q3 2026 in Review

Investors Research Corp reduced its iShares Russell Mid-Cap ETF (IWR) stake by 44% in Q3 2026, selling an estimated $620K and leaving 7,034 shares worth $751K. The position accounts for 0.13% of the portfolio, ranked #126.

Investors Research Corp first reported a position in IWR in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.72M in Q1 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Investors Research Corp held 7,034 shares of iShares Russell Mid-Cap ETF worth $751K as of Q3 2026.
Investors Research Corp sold 5,606 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $620K.
iShares Russell Mid-Cap ETF made up 0.13% of Investors Research Corp's portfolio in Q3 2026, its #126 holding.
Investors Research Corp first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
Investors Research Corp's iShares Russell Mid-Cap ETF position peaked at $1.72M in Q1 2026.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.