Prairie Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Prairie Advisory’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	$6.75M	Buy	63,250 +38,945	+160%	+$4.31M	0.78%	23
2026 Q2	$2.68M	Buy	+24,305	New	+$2.56M	0.63%	27

Other funds holding IWR

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

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 19.15% 1-Year Est. Return

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

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Legacy Advisors Plymouth Meeting, Pennsylvania $1.05B AUM 17.6% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Prairie Advisory's IWR Position: Q3 2026 in Review

Prairie Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 160% in Q3 2026, buying an estimated $4.31M and bringing the position to 63,250 shares worth $6.75M. The position accounts for 0.78% of the portfolio, ranked #23.

Prairie Advisory first reported a position in IWR in Q2 2026 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Prairie Advisory held 63,250 shares of iShares Russell Mid-Cap ETF worth $6.75M as of Q3 2026.
Prairie Advisory bought 38,945 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $4.31M.
iShares Russell Mid-Cap ETF made up 0.78% of Prairie Advisory's portfolio in Q3 2026, its #23 holding.
Prairie Advisory first reported a position in iShares Russell Mid-Cap ETF in Q2 2026 and has held it in 2 quarters since.
400 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Prairie Advisory's 13F filing for Q3 2026, filed 19 Oct 2026.