Jamison Private Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Jamison Private Wealth Management’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	$657K	Buy	6,160 +954	+18%	+$106K	0.07%	148
2026 Q2	$574K	Hold	5,206	–	–	0.06%	159
2026 Q1	$506K	Hold	5,206	–	–	0.06%	154
2025 Q4	$501K	Sell	5,206 -243	-4%	-$23.4K	0.06%	155
2025 Q3	$526K	Hold	5,449	–	–	0.07%	154
2025 Q2	$501K	Hold	5,449	–	–	0.07%	149
2025 Q1	$464K	Hold	5,449	–	–	0.07%	144
2024 Q4	$482K	Hold	5,449	–	–	0.07%	146
2024 Q3	$480K	Hold	5,449	–	–	0.07%	139
2024 Q2	$442K	Hold	5,449	–	–	0.07%	138
2024 Q1	$458K	Buy	+5,449	New	+$432K	0.08%	136

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Jamison Private Wealth Management's IWR Position: Q3 2026 in Review

Jamison Private Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q3 2026, buying an estimated $106K and bringing the position to 6,160 shares worth $657K. The position accounts for 0.07% of the portfolio, ranked #148.

Jamison Private Wealth Management first reported a position in IWR in Q1 2024 and has held it in 11 quarters since. 215 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Jamison Private Wealth Management held 6,160 shares of iShares Russell Mid-Cap ETF worth $657K as of Q3 2026.
Jamison Private Wealth Management bought 954 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $106K.
iShares Russell Mid-Cap ETF made up 0.07% of Jamison Private Wealth Management's portfolio in Q3 2026, its #148 holding.
Jamison Private Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 11 quarters since.
215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.