Sincerus Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Sincerus Advisory's IWR Position: Q3 2026 in Review
Sincerus Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q3 2026, buying an estimated $172K and bringing the position to 81,509 shares worth $8.7M. The position accounts for 5.68% of the portfolio, ranked #3.
Sincerus Advisory first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.82M in Q2 2026. 486 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- Sincerus Advisory held 81,509 shares of iShares Russell Mid-Cap ETF worth $8.7M as of Q3 2026.
- Sincerus Advisory bought 1,551 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $172K.
- iShares Russell Mid-Cap ETF made up 5.68% of Sincerus Advisory's portfolio in Q3 2026, its #3 holding.
- Sincerus Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
- Sincerus Advisory's iShares Russell Mid-Cap ETF position peaked at $8.82M in Q2 2026.
- 486 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on Sincerus Advisory's 13F filing for Q3 2026, filed 9 Oct 2026.