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McCarley & Cook Financial Planners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

McCarley & Cook Financial Planners’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 		$33.4K Hold
313
– – 0.03% 109
2026
Q2 		$34.5K Hold
313
– – 0.03% 105
2026
Q1 		$30.4K Hold
313
– – 0.03% 108
2025
Q4 		$30.1K Buy
+313
New +$30.1K 0.03% 97

Other funds holding IWR

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 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
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

McCarley & Cook Financial Planners's IWR Position: Q3 2026 in Review

McCarley & Cook Financial Planners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 313 shares worth $33.4K. The position accounts for 0.03% of the portfolio, ranked #109.

McCarley & Cook Financial Planners first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $34.5K in Q2 2026. 554 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • McCarley & Cook Financial Planners held 313 shares of iShares Russell Mid-Cap ETF worth $33.4K as of Q3 2026.
  • McCarley & Cook Financial Planners left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.03% of McCarley & Cook Financial Planners's portfolio in Q3 2026, its #109 holding.
  • McCarley & Cook Financial Planners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • McCarley & Cook Financial Planners's iShares Russell Mid-Cap ETF position peaked at $34.5K in Q2 2026.
  • 554 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on McCarley & Cook Financial Planners's 13F filing for Q3 2026, filed 21 Oct 2026.