MJT & Associates Financial Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

MJT & Associates Financial Advisory’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	$160K	Hold	1,500	–	–	0.1%	41
2026 Q2	$165K	Hold	1,500	–	–	0.11%	49
2026 Q1	$146K	Hold	1,500	–	–	0.11%	49
2025 Q4	$144K	Hold	1,500	–	–	0.11%	50
2025 Q3	$145K	Hold	1,500	–	–	0.12%	46
2025 Q2	$138K	Hold	1,500	–	–	0.17%	58
2025 Q1	$128K	Buy	+1,500	New	+$134K	0.12%	69

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

MJT & Associates Financial Advisory's IWR Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 1,500 shares worth $160K. The position accounts for 0.1% of the portfolio, ranked #41.

MJT & Associates Financial Advisory first reported a position in IWR in Q1 2025 and has held it in 7 quarters since. The position peaked at $165K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

MJT & Associates Financial Advisory held 1,500 shares of iShares Russell Mid-Cap ETF worth $160K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.1% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #41 holding.
MJT & Associates Financial Advisory first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares Russell Mid-Cap ETF position peaked at $165K in Q2 2026.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.