PFW Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

PFW Advisors’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	$19M	Sell	177,997 -1,722	-1%	-$191K	5.64%	5
2026 Q2	$19.8M	Sell	179,719 -1,649	-0.9%	-$173K	5.78%	5
2026 Q1	$17.6M	Sell	181,368 -1,066	-0.6%	-$106K	5.55%	5
2025 Q4	$17.6M	Buy	182,434 +301	+0.2%	+$28.9K	5.3%	5
2025 Q3	$17.6M	Sell	182,133 -907	-0.5%	-$86K	5.2%	5
2025 Q2	$16.8M	Sell	183,040 -5,556	-3%	-$480K	5.18%	5
2025 Q1	$16M	Sell	188,596 -4,403	-2%	-$393K	5.03%	5
2024 Q4	$17.1M	Buy	+192,999	New	+$17.5M	5.25%	5
2024 Q2	$15.9M	Sell	196,269 -5,919	-3%	-$482K	5.06%	5
2024 Q1	$17M	Sell	202,188 -8,714	-4%	-$691K	5.2%	5
2023 Q4	$16.4M	Buy	210,902 +5,085	+2%	+$361K	5.24%	5
2023 Q3	$14.3M	Buy	205,817 +538	+0.3%	+$39.2K	5.03%	6
2023 Q2	$15.1M	Buy	+205,279	New	+$14.3M	5.04%	6
2019 Q3	$17.3M	Buy	+195,789	New	+$10.9M	5.22%	5

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

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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

PFW Advisors's IWR Position: Q3 2026 in Review

PFW Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.96% in Q3 2026, selling an estimated $191K and leaving 177,997 shares worth $19M. The position accounts for 5.64% of the portfolio, ranked #5.

PFW Advisors first reported a position in IWR in Q3 2019 and has held it in 14 quarters since. The position peaked at $19.8M in Q2 2026. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

PFW Advisors held 177,997 shares of iShares Russell Mid-Cap ETF worth $19M as of Q3 2026.
PFW Advisors sold 1,722 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $191K.
iShares Russell Mid-Cap ETF made up 5.64% of PFW Advisors's portfolio in Q3 2026, its #5 holding.
PFW Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's iShares Russell Mid-Cap ETF position peaked at $19.8M in Q2 2026.
541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.