St. Clair Advisors
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St. Clair Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

St. Clair Advisors’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 		$2.43M Sell
22,777
-848
-4% -$93.8K 0.6% 30
2026
Q2 		$2.61M Sell
23,625
-15,845
-40% -$1.67M 0.67% 28
2026
Q1 		$3.84M Buy
39,470
+14,545
+58% +$1.45M 1.02% 19
2025
Q4 		$2.4M Buy
24,925
+2,550
+11% +$245K 0.62% 29
2025
Q3 		$2.16M Buy
22,375
+91
+0.4% +$8.63K 0.57% 30
2025
Q2 		$2.05M Sell
22,284
-1,126
-5% -$97.3K 0.54% 31
2025
Q1 		$1.99M Sell
23,410
-11,401
-33% -$1.02M 0.56% 30
2024
Q4 		$3.08M Buy
34,811
+11,827
+51% +$1.07M 0.88% 25
2024
Q3 		$2.03M Sell
22,984
-2,500
-10% -$211K 0.58% 28
2024
Q2 		$2.07M Sell
25,484
-800
-3% -$65.1K 0.66% 26
2024
Q1 		$2.21M Sell
26,284
-24,932
-49% -$1.98M 0.72% 25
2023
Q4 		$3.98M Buy
51,216
+22,144
+76% +$1.57M 1.37% 11
2023
Q3 		$2.01M Buy
29,072
+2,088
+8% +$152K 0.79% 23
2023
Q2 		$1.97M Sell
26,984
-1,000
-4% -$69.6K 0.77% 22
2023
Q1 		$1.96M Sell
27,984
-211
-0.7% -$14.9K 0.85% 21
2022
Q4 		$1.9M Buy
28,195
+211
+0.8% +$14.2K 1.2% 15
2022
Q3 		$1.74M Sell
27,984
-1,989
-7% -$137K 1.39% 12
2022
Q2 		$1.94M Buy
29,973
+549
+2% +$39.1K 1.57% 12
2022
Q1 		$2.3M Sell
29,424
-31,294
-52% -$2.41M 1.56% 12
2021
Q4 		$5.04M Buy
60,718
+31,294
+106% +$2.57M 2.89% 4
2021
Q3 		$2.3M Buy
29,424
+544
+2% +$43.6K 1.59% 12
2021
Q2 		$2.29M Buy
28,880
+194
+0.7% +$15K 1.71% 11
2021
Q1 		$2.12M Sell
28,686
-114
-0.4% -$8.24K 1.7% 12
2020
Q4 		$1.97M Buy
+28,800
New +$1.83M 1.87% 9

Other funds holding IWR

Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return
Coastline Trust
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

St. Clair Advisors's IWR Position: Q3 2026 in Review

St. Clair Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q3 2026, selling an estimated $93.8K and leaving 22,777 shares worth $2.43M. The position accounts for 0.6% of the portfolio, ranked #30.

St. Clair Advisors first reported a position in IWR in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.04M in Q4 2021. 492 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • St. Clair Advisors held 22,777 shares of iShares Russell Mid-Cap ETF worth $2.43M as of Q3 2026.
  • St. Clair Advisors sold 848 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $93.8K.
  • iShares Russell Mid-Cap ETF made up 0.6% of St. Clair Advisors's portfolio in Q3 2026, its #30 holding.
  • St. Clair Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • St. Clair Advisors's iShares Russell Mid-Cap ETF position peaked at $5.04M in Q4 2021.
  • 492 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on St. Clair Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.