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Plan A Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Plan A Wealth’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 		$311K Hold
2,915
– – 0.11% 125
2026
Q2 		$322K Hold
2,915
– – 0.14% 119
2026
Q1 		$283K Hold
2,915
– – 0.14% 125
2025
Q4 		$281K Hold
2,915
– – 0.14% 126
2025
Q3 		$281K Sell
2,915
-200
-6% -$19K 0.14% 121
2025
Q2 		$286K Sell
3,115
-2,654
-46% -$229K 0.16% 115
2025
Q1 		$491K Sell
5,769
-410
-7% -$36.6K 0.38% 46
2024
Q4 		$546K Buy
+6,179
New +$561K 0.5% 43

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

Plan A Wealth's IWR Position: Q3 2026 in Review

Plan A Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,915 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #125.

Plan A Wealth first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $546K in Q4 2024. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Plan A Wealth held 2,915 shares of iShares Russell Mid-Cap ETF worth $311K as of Q3 2026.
  • Plan A Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.11% of Plan A Wealth's portfolio in Q3 2026, its #125 holding.
  • Plan A Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • Plan A Wealth's iShares Russell Mid-Cap ETF position peaked at $546K in Q4 2024.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.