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North Point Portfolio Managers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

North Point Portfolio Managers’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 		$147K Buy
+1,381
New +$153K 0.02% 87
2025
Q1 		– Sell
-3,254
Closed -$288K – 76
2024
Q4 		$288K Buy
3,254
+42
+1% +$3.81K 0.05% 57
2024
Q3 		$283K Buy
+3,212
New +$271K 0.05% 73

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
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
SC
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

North Point Portfolio Managers's IWR Position: Q3 2026 in Review

North Point Portfolio Managers opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 1,381 shares worth $147K. The stake represents 0.02% of the portfolio and ranks #87 among its holdings. This is a return to the name: North Point Portfolio Managers previously reported a position in IWR as recently as Q4 2024.

North Point Portfolio Managers first reported a position in IWR in Q3 2024 and has held it in 3 quarters since. The position peaked at $288K in Q4 2024. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • North Point Portfolio Managers held 1,381 shares of iShares Russell Mid-Cap ETF worth $147K as of Q3 2026.
  • iShares Russell Mid-Cap ETF was a new North Point Portfolio Managers position in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of North Point Portfolio Managers's portfolio in Q3 2026, its #87 holding.
  • North Point Portfolio Managers first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • North Point Portfolio Managers's iShares Russell Mid-Cap ETF position peaked at $288K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.