SMI Advisory Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
SMI Advisory Services's IWR Position: Q3 2026 in Review
SMI Advisory Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.95% in Q3 2026, selling an estimated $4.09K and leaving 3,862 shares worth $424K. The position accounts for 0.07% of the portfolio, ranked #43.
SMI Advisory Services first reported a position in IWR in Q1 2021 and has held it in 21 quarters since. The position peaked at $995K in Q2 2021. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- SMI Advisory Services held 3,862 shares of iShares Russell Mid-Cap ETF worth $424K as of Q3 2026.
- SMI Advisory Services sold 37 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $4.09K.
- iShares Russell Mid-Cap ETF made up 0.07% of SMI Advisory Services's portfolio in Q3 2026, its #43 holding.
- SMI Advisory Services first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
- SMI Advisory Services's iShares Russell Mid-Cap ETF position peaked at $995K in Q2 2021.
- 541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on SMI Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.