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

Polaris Financial 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	$2K	Buy	+30	New	+$3.32K	﹤0.01%	339

Other funds holding IWR

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

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Polaris Financial Partners's IWR Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 30 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings.

12 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Polaris Financial Partners held 30 shares of iShares Russell Mid-Cap ETF worth $2K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Polaris Financial Partners position in Q3 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #339 holding.
12 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.