Rydar Equities’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Rydar Equities’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	$84.7K	Buy	+781	New	+$86.4K	0.04%	148

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

SIA

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

Rydar Equities's IWR Position: Q3 2026 in Review

Rydar Equities opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q3 2026: 781 shares worth $84.7K. The stake represents 0.04% of the portfolio and ranks #148 among its holdings.

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

Rydar Equities held 781 shares of iShares Russell Mid-Cap ETF worth $84.7K as of Q3 2026.
iShares Russell Mid-Cap ETF was a new Rydar Equities position in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Rydar Equities's portfolio in Q3 2026, its #148 holding.
359 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.