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

Paladin Partners’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 		$2.52M Buy
23,637
+1,897
+9% +$210K 1.55% 14
2026
Q2 		$2.4M Hold
21,740
– – 1.59% 13
2026
Q1 		$2.11M Buy
21,740
+490
+2% +$48.9K 1.52% 15
2025
Q4 		$2.05M Buy
+21,250
New +$2.04M 1.52% 14

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

Paladin Partners's IWR Position: Q3 2026 in Review

Paladin Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.7% in Q3 2026, buying an estimated $210K and bringing the position to 23,637 shares worth $2.52M. The position accounts for 1.55% of the portfolio, ranked #14.

Paladin Partners first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Paladin Partners held 23,637 shares of iShares Russell Mid-Cap ETF worth $2.52M as of Q3 2026.
  • Paladin Partners bought 1,897 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $210K.
  • iShares Russell Mid-Cap ETF made up 1.55% of Paladin Partners's portfolio in Q3 2026, its #14 holding.
  • Paladin Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Paladin Partners's 13F filing for Q3 2026, filed 6 Oct 2026.