Rockingstone Advisors
IWR icon

Rockingstone Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rockingstone 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 		$235K Hold
2,200
– – 0.09% 105
2026
Q2 		$243K Hold
2,200
– – 0.1% 105
2026
Q1 		$214K Hold
2,200
– – 0.1% 111
2025
Q4 		$212K Buy
+2,200
New +$212K 0.1% 110

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Rockingstone Advisors's IWR Position: Q3 2026 in Review

Rockingstone Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,200 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #105.

Rockingstone Advisors first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $243K in Q2 2026. 1,288 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Rockingstone Advisors held 2,200 shares of iShares Russell Mid-Cap ETF worth $235K as of Q3 2026.
  • Rockingstone Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.09% of Rockingstone Advisors's portfolio in Q3 2026, its #105 holding.
  • Rockingstone Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Rockingstone Advisors's iShares Russell Mid-Cap ETF position peaked at $243K in Q2 2026.
  • 1,288 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Rockingstone Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.