Moran Wealth Management
IWR icon

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

Moran 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 		$315K Hold
2,952
– – 0.01% 451
2026
Q2 		$326K Hold
2,952
– – 0.01% 446
2026
Q1 		$287K Buy
+2,952
New +$295K 0.01% 421

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

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

Moran Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,952 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #451.

Moran Wealth Management first reported a position in IWR in Q1 2026 and has held it in 3 quarters since. The position peaked at $326K in Q2 2026. 738 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Moran Wealth Management held 2,952 shares of iShares Russell Mid-Cap ETF worth $315K as of Q3 2026.
  • Moran Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.01% of Moran Wealth Management's portfolio in Q3 2026, its #451 holding.
  • Moran Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 3 quarters since.
  • Moran Wealth Management's iShares Russell Mid-Cap ETF position peaked at $326K in Q2 2026.
  • 738 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.