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 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	+$299K	0.25%	72

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Paladin Advisory Group's IWR Position: Q2 2026 in Review

Paladin Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3% in Q2 2026, selling an estimated $6.52K and leaving 1,999 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #83.

Paladin Advisory Group first reported a position in IWR in Q1 2022 and has held it in 10 quarters since. The position peaked at $456K in Q4 2025. 771 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Paladin Advisory Group held 1,999 shares of iShares Russell Mid-Cap ETF worth $221K as of Q2 2026.
Paladin Advisory Group sold 62 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $6.52K.
iShares Russell Mid-Cap ETF made up 0.15% of Paladin Advisory Group's portfolio in Q2 2026, its #83 holding.
Paladin Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 10 quarters since.
Paladin Advisory Group's iShares Russell Mid-Cap ETF position peaked at $456K in Q4 2025.
771 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.