The Wealth Group
IWR icon

The Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

The Wealth Group’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 		$305K Hold
2,816
– – 0.06% 72
2026
Q2 		$311K Hold
2,816
– – 0.06% 70
2026
Q1 		$274K Hold
2,816
– – 0.06% 67
2025
Q4 		$271K Buy
2,816
+63
+2% +$6.06K 0.06% 66
2025
Q3 		$266K Hold
2,753
– – 0.06% 66
2025
Q2 		$253K Hold
2,753
– – 0.06% 65
2025
Q1 		$234K Hold
2,753
– – 0.07% 57
2024
Q4 		$243K Hold
2,753
– – 0.07% 54
2024
Q3 		$243K Hold
2,753
– – 0.07% 53
2024
Q2 		$223K Hold
2,753
– – 0.07% 53
2024
Q1 		$227K Hold
2,753
– – 0.07% 51
2023
Q4 		$213K Buy
+2,753
New +$196K 0.07% 53

Other funds holding IWR

Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
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
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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

The Wealth Group's IWR Position: Q3 2026 in Review

The Wealth Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,816 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #72.

The Wealth Group first reported a position in IWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $311K in Q2 2026. 593 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • The Wealth Group held 2,816 shares of iShares Russell Mid-Cap ETF worth $305K as of Q3 2026.
  • The Wealth Group left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.06% of The Wealth Group's portfolio in Q3 2026, its #72 holding.
  • The Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • The Wealth Group's iShares Russell Mid-Cap ETF position peaked at $311K in Q2 2026.
  • 593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.