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

InvesTrust’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	$522K	Hold	4,893	–	–	0.21%	80
2026 Q2	$540K	Buy	4,893 +150	+3%	+$15.8K	0.21%	82
2026 Q1	$461K	Hold	4,743	–	–	0.19%	81
2025 Q4	$457K	Hold	4,743	–	–	0.18%	82
2025 Q3	$458K	Hold	4,743	–	–	0.17%	81
2025 Q2	$436K	Hold	4,743	–	–	0.17%	81
2025 Q1	$403K	Hold	4,743	–	–	0.11%	83
2024 Q4	$419K	Buy	+4,743	New	+$431K	0.12%	84

Other funds holding IWR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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

InvesTrust's IWR Position: Q3 2026 in Review

InvesTrust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 4,893 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #80.

InvesTrust first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $540K in Q2 2026. 785 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

InvesTrust held 4,893 shares of iShares Russell Mid-Cap ETF worth $522K as of Q3 2026.
InvesTrust left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.21% of InvesTrust's portfolio in Q3 2026, its #80 holding.
InvesTrust first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
InvesTrust's iShares Russell Mid-Cap ETF position peaked at $540K in Q2 2026.
785 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.