Sapient Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Sapient Capital’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	$1.35M	Buy	12,688 +240	+2%	+$26.6K	0.02%	174
2026 Q2	$1.37M	Hold	12,448	–	–	0.02%	178
2026 Q1	$1.21M	Buy	12,448 +3,788	+44%	+$378K	0.02%	188
2025 Q4	$842K	Buy	8,660 +221	+3%	+$21.2K	0.01%	217
2025 Q3	$814K	Hold	8,439	–	–	0.01%	216
2025 Q2	$776K	Buy	8,439 +14	+0.2%	+$1.21K	0.01%	215
2025 Q1	$717K	Buy	8,425 +493	+6%	+$44K	0.01%	218
2024 Q4	$701K	Buy	7,932 +219	+3%	+$19.9K	0.01%	216
2024 Q3	$680K	Hold	7,713	–	–	0.01%	226
2024 Q2	$625K	Hold	7,713	–	–	0.01%	214
2024 Q1	$649K	Hold	7,713	–	–	0.01%	214
2023 Q4	$600K	Buy	+7,713	New	+$548K	0.02%	217

Other funds holding IWR

VFA

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

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

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

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

Sapient Capital's IWR Position: Q3 2026 in Review

Sapient Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q3 2026, buying an estimated $26.6K and bringing the position to 12,688 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #174.

Sapient Capital first reported a position in IWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.37M in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Sapient Capital held 12,688 shares of iShares Russell Mid-Cap ETF worth $1.35M as of Q3 2026.
Sapient Capital bought 240 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $26.6K.
iShares Russell Mid-Cap ETF made up 0.02% of Sapient Capital's portfolio in Q3 2026, its #174 holding.
Sapient Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
Sapient Capital's iShares Russell Mid-Cap ETF position peaked at $1.37M in Q2 2026.
103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.