Patton Fund Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Patton Fund Management’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	$17.1M	Sell	160,644 -4,145	-3%	-$459K	4.4%	5
2026 Q2	$18.2M	Sell	164,789 -4,636	-3%	-$488K	3.93%	5
2026 Q1	$16.5M	Buy	169,425 +3,323	+2%	+$332K	2.8%	6
2025 Q4	$16M	Buy	166,102 +1,703	+1%	+$164K	2.14%	7
2025 Q3	$15.9M	Sell	164,399 -1,256	-0.8%	-$119K	2.85%	8
2025 Q2	$15.2M	Buy	165,655 +3,707	+2%	+$320K	3.34%	7
2025 Q1	$13.8M	Sell	161,948 -171	-0.1%	-$15.3K	3.34%	6
2024 Q4	$14.3M	Sell	162,119 -4,497	-3%	-$408K	2.81%	7
2024 Q3	$14.7M	Sell	166,616 -2,224	-1%	-$187K	3.03%	6
2024 Q2	$13.7M	Sell	168,840 -3,989	-2%	-$325K	2.89%	6
2024 Q1	$14.5M	Sell	172,829 -2,289	-1%	-$181K	2.64%	7
2023 Q4	$13.6M	Sell	175,118 -2,990	-2%	-$212K	3.02%	9
2023 Q3	$12.3M	Sell	178,108 -3,214	-2%	-$234K	3.34%	9
2023 Q2	$13.2M	Sell	181,322 -396	-0.2%	-$27.5K	3.87%	8
2023 Q1	$12.7M	Buy	181,718 +12,936	+8%	+$913K	3.63%	9
2022 Q4	$11.4M	Sell	168,782 -12,073	-7%	-$814K	3.33%	9
2022 Q3	$11.2M	Sell	180,855 -7,654	-4%	-$526K	4.56%	8
2022 Q2	$12.2M	Buy	188,509 +16,435	+10%	+$1.17M	4.57%	7
2022 Q1	$13.4M	Buy	172,074 +18,288	+12%	+$1.41M	3.67%	7
2021 Q4	$12.8M	Sell	153,786 -870	-0.6%	-$71.4K	3.87%	7
2021 Q3	$12.1M	Buy	154,656 +52,490	+51%	+$4.2M	4.59%	8
2021 Q2	$8.1M	Buy	102,166 +6,930	+7%	+$538K	4.28%	8
2021 Q1	$7.04M	Sell	95,236 -5,708	-6%	-$413K	3.75%	8
2020 Q4	$6.92M	Sell	100,944 -9,240	-8%	-$589K	3.49%	8
2020 Q3	$6.32M	Sell	110,184 -2,419	-2%	-$138K	3.42%	8
2020 Q2	$6.04M	Sell	112,603 -10,740	-9%	-$538K	3.51%	9
2020 Q1	$5.32M	Buy	123,343 +14,138	+13%	+$778K	3.28%	9
2019 Q4	$6.51M	Buy	109,205 +2,976	+3%	+$171K	2.27%	8
2019 Q3	$5.94M	Buy	106,229 +5,225	+5%	+$292K	2.38%	9
2019 Q2	$5.64M	Buy	+101,004	New	+$5.54M	2.24%	10

Other funds holding IWR

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

Patton Fund Management's IWR Position: Q3 2026 in Review

Patton Fund Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q3 2026, selling an estimated $459K and leaving 160,644 shares worth $17.1M. The position accounts for 4.4% of the portfolio, ranked #5.

Patton Fund Management first reported a position in IWR in Q2 2019 and has held it in 30 quarters since. The position peaked at $18.2M in Q2 2026. 487 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Patton Fund Management held 160,644 shares of iShares Russell Mid-Cap ETF worth $17.1M as of Q3 2026.
Patton Fund Management sold 4,145 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $459K.
iShares Russell Mid-Cap ETF made up 4.4% of Patton Fund Management's portfolio in Q3 2026, its #5 holding.
Patton Fund Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 30 quarters since.
Patton Fund Management's iShares Russell Mid-Cap ETF position peaked at $18.2M in Q2 2026.
487 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.