15 Wealth Advisors LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

15 Wealth Advisors LLC’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	$566K	Buy	+5,308	New	+$587K	0.14%	63

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

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

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

15 Wealth Advisors LLC's IWR Position: Q3 2026 in Review

15 Wealth Advisors LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 5,308 shares worth $566K. The stake represents 0.14% of the portfolio and ranks #63 among its holdings.

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

15 Wealth Advisors LLC held 5,308 shares of iShares Russell Mid-Cap ETF worth $566K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new 15 Wealth Advisors LLC position in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.14% of 15 Wealth Advisors LLC's portfolio in Q3 2026, its #63 holding.
228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on 15 Wealth Advisors LLC's 13F filing for Q3 2026, filed 14 Oct 2026.