Smith Thornton Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Smith Thornton Advisors's IWR Position: Q3 2026 in Review
Smith Thornton Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q3 2026, buying an estimated $211K and bringing the position to 59,181 shares worth $6.32M. The position accounts for 2.76% of the portfolio, ranked #7.
Smith Thornton Advisors first reported a position in IWR in Q2 2024 and has held it in 10 quarters since. 1,007 funds tracked by Wall St. Rank hold IWR as of Q3 2026.
- Smith Thornton Advisors held 59,181 shares of iShares Russell Mid-Cap ETF worth $6.32M as of Q3 2026.
- Smith Thornton Advisors bought 1,910 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $211K.
- iShares Russell Mid-Cap ETF made up 2.76% of Smith Thornton Advisors's portfolio in Q3 2026, its #7 holding.
- Smith Thornton Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
- 1,007 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.
Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.