Stewardship Advisors
IWR icon

Stewardship Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Stewardship 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 		$211K Hold
1,974
– – 0.04% 171
2026
Q2 		$218K Buy
+1,974
New +$208K 0.05% 170
2025
Q4 		– Sell
-2,074
Closed -$200K – 163
2025
Q3 		$200K Buy
+2,074
New +$197K 0.05% 153

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Stewardship Advisors's IWR Position: Q3 2026 in Review

Stewardship Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 1,974 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #171.

Stewardship Advisors first reported a position in IWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $218K in Q2 2026. 1,151 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Stewardship Advisors held 1,974 shares of iShares Russell Mid-Cap ETF worth $211K as of Q3 2026.
  • Stewardship Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.04% of Stewardship Advisors's portfolio in Q3 2026, its #171 holding.
  • Stewardship Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Stewardship Advisors's iShares Russell Mid-Cap ETF position peaked at $218K in Q2 2026.
  • 1,151 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.