RBWA
IWR icon

RFG - Bristol Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

RFG - Bristol Wealth Advisors’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 		$3.18M Sell
29,756
-1,296
-4% -$143K 0.76% 32
2026
Q2 		$3.43M Buy
31,052
+673
+2% +$70.8K 0.83% 29
2026
Q1 		$2.95M Buy
30,379
+14,393
+90% +$1.44M 0.8% 30
2025
Q4 		$1.54M Buy
15,986
+12,841
+408% +$1.23M 0.43% 53
2025
Q3 		$304K Sell
3,145
-464
-13% -$44K 0.09% 149
2025
Q2 		$332K Sell
3,609
-108
-3% -$9.33K 0.1% 135
2025
Q1 		$316K Sell
3,717
-59
-2% -$5.26K 0.11% 135
2024
Q4 		$334K Buy
+3,776
New +$343K 0.11% 116

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

RFG - Bristol Wealth Advisors's IWR Position: Q3 2026 in Review

RFG - Bristol Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q3 2026, selling an estimated $143K and leaving 29,756 shares worth $3.18M. The position accounts for 0.76% of the portfolio, ranked #32.

RFG - Bristol Wealth Advisors first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.43M in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • RFG - Bristol Wealth Advisors held 29,756 shares of iShares Russell Mid-Cap ETF worth $3.18M as of Q3 2026.
  • RFG - Bristol Wealth Advisors sold 1,296 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $143K.
  • iShares Russell Mid-Cap ETF made up 0.76% of RFG - Bristol Wealth Advisors's portfolio in Q3 2026, its #32 holding.
  • RFG - Bristol Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
  • RFG - Bristol Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $3.43M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on RFG - Bristol Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.