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Patriot Investment Management Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Patriot Investment Management 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 		$1.41M Hold
13,244
– – 0.08% 98
2026
Q2 		$1.46M Hold
13,244
– – 0.08% 97
2026
Q1 		$1.29M Sell
13,244
-240
-2% -$24K 0.08% 100
2025
Q4 		$1.3M Hold
13,484
– – 0.08% 96
2025
Q3 		$1.3M Hold
13,484
– – 0.08% 97
2025
Q2 		$1.24M Hold
13,484
– – 0.09% 98
2025
Q1 		$1.15M Hold
13,484
– – 0.09% 99
2024
Q4 		$1.19M Hold
13,484
– – 0.09% 101
2024
Q3 		$1.19M Hold
13,484
– – 0.09% 102
2024
Q2 		$1.09M Hold
13,484
– – 0.09% 103
2024
Q1 		$1.13M Hold
13,484
– – 0.09% 97
2023
Q4 		$1.05M Sell
13,484
-130
-1% -$9.23K 0.09% 99
2023
Q3 		$943K Sell
13,614
-151
-1% -$11K 0.09% 108
2023
Q2 		$1.01M Hold
13,765
– – 0.08% 107
2023
Q1 		$962K Sell
13,765
-95
-0.7% -$6.71K 0.08% 112
2022
Q4 		$1.01M Sell
13,860
-330
-2% -$22.3K 0.09% 107
2022
Q3 		$881K Sell
14,190
-58
-0.4% -$3.99K 0.09% 111
2022
Q2 		$921K Sell
14,248
-246
-2% -$17.5K 0.09% 109
2022
Q1 		$1.13M Buy
14,494
+906
+7% +$69.7K 0.1% 106
2021
Q4 		$1.13M Hold
13,588
– – 0.1% 108
2021
Q3 		$1.06M Sell
13,588
-886
-6% -$71K 0.1% 111
2021
Q2 		$1.15M Sell
14,474
-168
-1% -$13K 0.11% 102
2021
Q1 		$1.08M Sell
14,642
-291
-2% -$21K 0.11% 103
2020
Q4 		$1.02M Sell
14,933
-1,198
-7% -$76.3K 0.15% 76
2020
Q3 		$925K Sell
16,131
-359
-2% -$20.4K 0.11% 99
2020
Q2 		$884K Sell
16,490
-349
-2% -$17.5K 0.11% 101
2020
Q1 		$726K Sell
16,839
-666
-4% -$36.7K 0.11% 102
2019
Q4 		$1.04M Sell
17,505
-602
-3% -$34.6K 0.13% 101
2019
Q3 		$995K Sell
18,107
-439
-2% -$24.5K 0.14% 101
2019
Q2 		$447K Sell
18,546
-2,820
-13% -$155K 0.06% 155
2019
Q1 		$1.15M Buy
+21,366
New +$1.11M 0.17% 80

Other funds holding IWR

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
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
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Patriot Investment Management Group's IWR Position: Q3 2026 in Review

Patriot Investment Management Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 13,244 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #98.

Patriot Investment Management Group first reported a position in IWR in Q1 2019 and has held it in 31 quarters since. The position peaked at $1.46M in Q2 2026. 302 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Patriot Investment Management Group held 13,244 shares of iShares Russell Mid-Cap ETF worth $1.41M as of Q3 2026.
  • Patriot Investment Management Group left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.08% of Patriot Investment Management Group's portfolio in Q3 2026, its #98 holding.
  • Patriot Investment Management Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 31 quarters since.
  • Patriot Investment Management Group's iShares Russell Mid-Cap ETF position peaked at $1.46M in Q2 2026.
  • 302 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.