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

JGP 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	$364K	Hold	3,415	–	–	0.03%	178
2026 Q2	$377K	Hold	3,415	–	–	0.03%	170
2026 Q1	$332K	Sell	3,415 -1,318	-28%	-$132K	0.03%	172
2025 Q4	$456K	Buy	4,733 +670	+16%	+$64.4K	0.05%	159
2025 Q3	$394K	Buy	4,063 +382	+10%	+$36.2K	0.04%	155
2025 Q2	$339K	Buy	3,681 +297	+9%	+$25.7K	0.04%	157
2025 Q1	$288K	Sell	3,384 -10	-0.3%	-$892	0.04%	159
2024 Q4	$300K	Buy	+3,394	New	+$308K	0.04%	151
2024 Q2	–	Sell	-3,951	Closed	-$332K	–	173
2024 Q1	$332K	Buy	3,951 +530	+15%	+$42K	0.05%	137
2023 Q4	$266K	Buy	3,421 +376	+12%	+$26.7K	0.04%	148
2023 Q3	$211K	Hold	3,045	–	–	0.04%	151
2023 Q2	$222K	Hold	3,045	–	–	0.04%	144
2023 Q1	$213K	Hold	3,045	–	–	0.04%	146
2022 Q4	$205K	Buy	+3,045	New	+$205K	0.04%	142
2022 Q2	–	Sell	-3,045	Closed	-$235K	–	154
2022 Q1	$235K	Sell	3,045 -42	-1%	-$3.23K	0.04%	151
2021 Q4	$250K	Buy	3,087 +42	+1%	+$3.45K	0.05%	150
2021 Q3	$238K	Hold	3,045	–	–	0.05%	144
2021 Q2	$241K	Sell	3,045 -955	-24%	-$74.1K	0.05%	145
2021 Q1	$296K	Hold	4,000	–	–	0.07%	126
2020 Q4	$286K	Hold	4,000	–	–	0.07%	126
2020 Q3	$240K	Hold	4,000	–	–	0.06%	122
2020 Q2	$217K	Buy	+4,000	New	+$200K	0.06%	121

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

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 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

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

JGP Wealth Management's IWR Position: Q3 2026 in Review

JGP Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 3,415 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #178.

JGP Wealth Management first reported a position in IWR in Q2 2020 and has held it in 22 quarters since. The position peaked at $456K in Q4 2025. 738 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

JGP Wealth Management held 3,415 shares of iShares Russell Mid-Cap ETF worth $364K as of Q3 2026.
JGP Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.03% of JGP Wealth Management's portfolio in Q3 2026, its #178 holding.
JGP Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 22 quarters since.
JGP Wealth Management's iShares Russell Mid-Cap ETF position peaked at $456K in Q4 2025.
738 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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