Unique Wealth
IWR icon

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

Unique 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 		$18.6M Sell
174,213
-749
-0.4% -$82.9K 2.12% 12
2026
Q2 		$19.3M Buy
174,962
+757
+0.4% +$79.6K 2.25% 11
2026
Q1 		$16.9M Buy
174,205
+7,205
+4% +$720K 2.34% 11
2025
Q4 		$16.1M Buy
167,000
+1,677
+1% +$161K 2.24% 12
2025
Q3 		$16M Sell
165,323
-476
-0.3% -$45.1K 2.34% 12
2025
Q2 		$15.2M Buy
165,799
+4,431
+3% +$383K 2.46% 10
2025
Q1 		$13.7M Buy
161,368
+39,223
+32% +$3.5M 2.59% 8
2024
Q4 		$10.8M Buy
122,145
+15,556
+15% +$1.41M 2.25% 9
2024
Q3 		$9.39M Buy
106,589
+25,117
+31% +$2.12M 2.15% 9
2024
Q2 		$6.61M Buy
81,472
+9,454
+13% +$769K 1.73% 12
2024
Q1 		$6.06M Buy
72,018
+6,493
+10% +$515K 1.71% 13
2023
Q4 		$5.09M Buy
65,525
+36,496
+126% +$2.59M 1.65% 13
2023
Q3 		$2.01M Buy
29,029
+10,360
+55% +$756K 0.84% 20
2023
Q2 		$1.36M Buy
18,669
+1,017
+6% +$70.7K 0.6% 21
2023
Q1 		$1.23M Buy
17,652
+1,865
+12% +$132K 0.6% 18
2022
Q4 		$1.06M Buy
+15,787
New +$1.06M 0.57% 19

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
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
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 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

Unique Wealth's IWR Position: Q3 2026 in Review

Unique Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.43% in Q3 2026, selling an estimated $82.9K and leaving 174,213 shares worth $18.6M. The position accounts for 2.12% of the portfolio, ranked #12.

Unique Wealth first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.3M in Q2 2026. 723 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Unique Wealth held 174,213 shares of iShares Russell Mid-Cap ETF worth $18.6M as of Q3 2026.
  • Unique Wealth sold 749 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $82.9K.
  • iShares Russell Mid-Cap ETF made up 2.12% of Unique Wealth's portfolio in Q3 2026, its #12 holding.
  • Unique Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Unique Wealth's iShares Russell Mid-Cap ETF position peaked at $19.3M in Q2 2026.
  • 723 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.