Paladin Advisory Group’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
2022
Q3
Sell
-3,878
Closed -$250K 276
2022
Q2
$250K Buy
+3,878
New +$276K 0.22% 74
2022
Q1
Sell
-3,609
Closed -$299K 395
2021
Q4
$299K Buy
+3,609
New +$296K 0.24% 74

Other funds holding IWR

Paladin Advisory Group's IWR Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 56% in Q1 2026, selling an estimated $267K and leaving 2,061 shares worth $200K. The position accounts for 0.15% of the portfolio, ranked #81.

Paladin Advisory Group first reported a position in IWR in Q1 2022 and has held it in 9 quarters since. The position peaked at $456K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Paladin Advisory Group held 2,061 shares of iShares Russell Mid-Cap ETF worth $200K as of Q1 2026.
  • Paladin Advisory Group sold 2,676 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $267K.
  • iShares Russell Mid-Cap ETF made up 0.15% of Paladin Advisory Group's portfolio in Q1 2026, its #81 holding.
  • Paladin Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 9 quarters since.
  • Paladin Advisory Group's iShares Russell Mid-Cap ETF position peaked at $456K in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.