Quantum Financial Partners
IWR icon

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

Quantum 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 		– Sell
-20,960
Closed -$2.31M – 161
2026
Q2 		$2.31M Buy
+20,960
New +$2.2M 1.18% 23

Other funds holding IWR

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

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

Quantum Financial Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2026, closing a stake of 20,960 shares — an estimated $2.31M sold.

Quantum Financial Partners first reported a position in IWR in Q2 2026 and held it in 1 quarter. The position peaked at $2.31M in Q2 2026. 487 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Quantum Financial Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Quantum Financial Partners sold 20,960 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $2.31M.
  • Quantum Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2026 and held it in 1 quarter.
  • Quantum Financial Partners's iShares Russell Mid-Cap ETF position peaked at $2.31M in Q2 2026.
  • 487 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.