Obermeyer Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $850K | Hold |
7,963
| – | – | 0.03% | 133 |
|
|
2026
Q2 | $878K | Hold |
7,963
| – | – | 0.04% | 130 |
|
|
2026
Q1 | $774K | Hold |
7,963
| – | – | 0.04% | 132 |
|
|
2025
Q4 | $767K | Sell |
7,963
-2,431
| -23% | -$234K | 0.04% | 138 |
|
|
2025
Q3 | $1M | Hold |
10,394
| – | – | 0.05% | 107 |
|
|
2025
Q2 | $956K | Hold |
10,394
| – | – | 0.05% | 111 |
|
|
2025
Q1 | $884K | Buy |
10,394
+91
| +0.9% | +$8.12K | 0.05% | 108 |
|
|
2024
Q4 | $911K | Hold |
10,303
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $908K | Hold |
10,303
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $835K | Buy |
10,303
+4,131
| +67% | +$336K | 0.05% | 107 |
|
|
2024
Q1 | $519K | Hold |
6,172
| – | – | 0.03% | 139 |
|
|
2023
Q4 | $480K | Hold |
6,172
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $427K | Hold |
6,172
| – | – | 0.03% | 120 |
|
|
2023
Q2 | $451K | Hold |
6,172
| – | – | 0.03% | 126 |
|
|
2023
Q1 | $432K | Hold |
6,172
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $416K | Hold |
6,172
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $384K | Hold |
6,172
| – | – | 0.03% | 128 |
|
|
2022
Q2 | $399K | Hold |
6,172
| – | – | 0.03% | 122 |
|
|
2022
Q1 | $482K | Hold |
6,172
| – | – | 0.03% | 127 |
|
|
2021
Q4 | $512K | Hold |
6,172
| – | – | 0.03% | 124 |
|
|
2021
Q3 | $483K | Hold |
6,172
| – | – | 0.03% | 124 |
|
|
2021
Q2 | $489K | Sell |
6,172
-876
| -12% | -$68K | 0.03% | 129 |
|
|
2021
Q1 | $521K | Buy |
7,048
+3,108
| +79% | +$225K | 0.03% | 122 |
|
|
2020
Q4 | $270K | Hold |
3,940
| – | – | 0.02% | 126 |
|
|
2020
Q3 | $226K | Hold |
3,940
| – | – | 0.02% | 130 |
|
|
2020
Q2 | $211K | Buy |
+3,940
| New | +$197K | 0.02% | 127 |
|
|
2020
Q1 | – | Sell |
-3,940
| Closed | -$235K | – | 134 |
|
|
2019
Q4 | $235K | Hold |
3,940
| – | – | 0.02% | 115 |
|
|
2019
Q3 | $220K | Hold |
3,940
| – | – | 0.02% | 115 |
|
|
2019
Q2 | $220K | Hold |
3,940
| – | – | 0.02% | 111 |
|
|
2019
Q1 | $213K | Buy |
+3,940
| New | +$204K | 0.02% | 110 |
|
|
2018
Q4 | – | Sell |
-3,940
| Closed | -$217K | – | 116 |
|
|
2018
Q3 | $217K | Hold |
3,940
| – | – | 0.02% | 116 |
|
|
2018
Q2 | $209K | Buy |
+3,940
| New | +$207K | 0.02% | 111 |
|
|
2013
Q3 | – | Sell |
-2,796
| Closed | -$91K | – | 174 |
|
|
2013
Q2 | $91K | Buy |
+2,796
| New | +$90.6K | 0.03% | 86 |
|
Other funds holding IWR
Obermeyer Wealth Partners's IWR Position: Q3 2026 in Review
Obermeyer Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 7,963 shares worth $850K. The position accounts for 0.03% of the portfolio, ranked #133.
Obermeyer Wealth Partners first reported a position in IWR in Q2 2013 and has held it in 33 quarters since. The position peaked at $1M in Q3 2025. 1,003 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- Obermeyer Wealth Partners held 7,963 shares of iShares Russell Mid-Cap ETF worth $850K as of Q3 2026.
- Obermeyer Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
- iShares Russell Mid-Cap ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #133 holding.
- Obermeyer Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 33 quarters since.
- Obermeyer Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $1M in Q3 2025.
- 1,003 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.