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

Nautilus Advisors’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	$298K	Buy	2,796 +2	+0.1%	+$221	0.18%	140
2026 Q2	$307K	Buy	2,794 +1	+0%	+$105	0.18%	137
2026 Q1	$272K	Buy	2,793 +1	+0%	+$100	0.19%	134
2025 Q4	$269K	Buy	2,792 +1	+0%	+$96	0.18%	141
2025 Q3	$269K	Buy	2,791 +2	+0.1%	+$190	0.18%	142
2025 Q2	$257K	Buy	2,789 +1	+0%	+$86	0.19%	142
2025 Q1	$237K	Buy	2,788 +1	+0%	+$89	0.2%	136
2024 Q4	$246K	Buy	+2,787	New	+$253K	0.2%	133

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

Nautilus Advisors's IWR Position: Q3 2026 in Review

Nautilus Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.07% in Q3 2026, buying an estimated $221 and bringing the position to 2,796 shares worth $298K. The position accounts for 0.18% of the portfolio, ranked #140.

Nautilus Advisors first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $307K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Nautilus Advisors held 2,796 shares of iShares Russell Mid-Cap ETF worth $298K as of Q3 2026.
Nautilus Advisors bought 2 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $221.
iShares Russell Mid-Cap ETF made up 0.18% of Nautilus Advisors's portfolio in Q3 2026, its #140 holding.
Nautilus Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's iShares Russell Mid-Cap ETF position peaked at $307K in Q2 2026.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.