Paladin Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Paladin Advisory Group’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	$207K	Sell	1,936 -63	-3%	-$6.97K	0.14%	84
2026 Q2	$221K	Sell	1,999 -62	-3%	-$6.52K	0.15%	83
2026 Q1	$200K	Sell	2,061 -2,676	-56%	-$267K	0.15%	81
2025 Q4	$456K	Buy	4,737 +4,400	+1,306%	+$423K	0.33%	53
2025 Q3	$32.5K	Hold	337	–	–	0.03%	164
2025 Q2	$31K	Hold	337	–	–	0.02%	161
2025 Q1	$28.7K	Hold	337	–	–	0.02%	167
2024 Q4	$29.8K	Hold	337	–	–	0.02%	169
2024 Q3	$29.7K	Hold	337	–	–	0.02%	173
2024 Q2	$27.1K	Buy	+337	New	+$27.4K	0.02%	169
2022 Q2	–	Sell	-3,878	Closed	-$276K	–	396
2022 Q1	$304K	Buy	+3,878	New	+$298K	0.25%	72

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Paladin Advisory Group's IWR Position: Q3 2026 in Review

Paladin Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.2% in Q3 2026, selling an estimated $6.97K and leaving 1,936 shares worth $207K. The position accounts for 0.14% of the portfolio, ranked #84.

Paladin Advisory Group first reported a position in IWR in Q1 2022 and has held it in 11 quarters since. The position peaked at $456K in Q4 2025. 1,092 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Paladin Advisory Group held 1,936 shares of iShares Russell Mid-Cap ETF worth $207K as of Q3 2026.
Paladin Advisory Group sold 63 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $6.97K.
iShares Russell Mid-Cap ETF made up 0.14% of Paladin Advisory Group's portfolio in Q3 2026, its #84 holding.
Paladin Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 11 quarters since.
Paladin Advisory Group's iShares Russell Mid-Cap ETF position peaked at $456K in Q4 2025.
1,092 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Paladin Advisory Group's 13F filing for Q3 2026, filed 9 Nov 2026.