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

Tableaux’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	$316K	Hold	2,960	–	–	0.13%	92
2026 Q2	$327K	Hold	2,960	–	–	0.14%	87
2026 Q1	$288K	Hold	2,960	–	–	0.14%	92
2025 Q4	$285K	Sell	2,960 -2,960	-50%	-$285K	0.2%	70
2025 Q3	$572K	Buy	5,920 +2,960	+100%	+$281K	0.23%	58
2025 Q2	$272K	Hold	2,960	–	–	0.16%	97
2025 Q1	$252K	Hold	2,960	–	–	0.18%	73
2024 Q4	$262K	Buy	+2,960	New	+$269K	0.22%	57

Other funds holding IWR

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Tableaux's IWR Position: Q3 2026 in Review

Tableaux held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,960 shares worth $316K. The position accounts for 0.13% of the portfolio, ranked #92.

Tableaux first reported a position in IWR in Q4 2024 and has held it in 8 quarters since. The position peaked at $572K in Q3 2025. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Tableaux held 2,960 shares of iShares Russell Mid-Cap ETF worth $316K as of Q3 2026.
Tableaux left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.13% of Tableaux's portfolio in Q3 2026, its #92 holding.
Tableaux first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Tableaux's iShares Russell Mid-Cap ETF position peaked at $572K in Q3 2025.
541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Tableaux's 13F filing for Q3 2026, filed 23 Oct 2026.