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

Towerpoint Wealth’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	$373K	Buy	3,492 +298	+9%	+$33K	0.13%	83
2026 Q2	$352K	Sell	3,194 -280	-8%	-$29.4K	0.12%	82
2026 Q1	$338K	Buy	3,474 +94	+3%	+$9.39K	0.14%	71
2025 Q4	$325K	Sell	3,380 -308	-8%	-$29.6K	0.13%	69
2025 Q3	$356K	Buy	3,688 +308	+9%	+$29.2K	0.15%	67
2025 Q2	$311K	Buy	+3,380	New	+$292K	0.14%	73
2022 Q4	–	Sell	-4,685	Closed	-$291K	–	89
2022 Q3	$291K	Sell	4,685 -915	-16%	-$62.9K	0.18%	65
2022 Q2	$362K	Sell	5,600 -5,835	-51%	-$415K	0.22%	64
2022 Q1	$892K	Buy	+11,435	New	+$880K	0.44%	40

Other funds holding IWR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

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

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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

Towerpoint Wealth's IWR Position: Q3 2026 in Review

Towerpoint Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.3% in Q3 2026, buying an estimated $33K and bringing the position to 3,492 shares worth $373K. The position accounts for 0.13% of the portfolio, ranked #83.

Towerpoint Wealth first reported a position in IWR in Q1 2022 and has held it in 9 quarters since. The position peaked at $892K in Q1 2022. 738 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Towerpoint Wealth held 3,492 shares of iShares Russell Mid-Cap ETF worth $373K as of Q3 2026.
Towerpoint Wealth bought 298 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $33K.
iShares Russell Mid-Cap ETF made up 0.13% of Towerpoint Wealth's portfolio in Q3 2026, its #83 holding.
Towerpoint Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 9 quarters since.
Towerpoint Wealth's iShares Russell Mid-Cap ETF position peaked at $892K in Q1 2022.
738 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.