VAG
IWR icon

VisionPoint Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

VisionPoint Advisory 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 		$524K Sell
4,912
-840
-15% -$92.9K 0.08% 234
2026
Q2 		$635K Sell
5,752
-727
-11% -$76.5K 0.1% 219
2026
Q1 		$630K Buy
6,479
+1,275
+25% +$127K 0.12% 194
2025
Q4 		$501K Buy
5,204
+1,950
+60% +$187K 0.1% 210
2025
Q3 		$314K Sell
3,254
-1,045
-24% -$99.1K 0.06% 288
2025
Q2 		$395K Buy
+4,299
New +$371K 0.09% 217
2025
Q1 		– Sell
-1,770
Closed -$156K – 258
2024
Q4 		$156K Hold
1,770
– – 0.05% 204
2024
Q3 		$156K Hold
1,770
– – 0.05% 197
2024
Q2 		$144K Sell
1,770
-90
-5% -$7.33K 0.05% 189
2024
Q1 		$156K Hold
1,860
– – 0.06% 180
2023
Q4 		$145K Buy
+1,860
New +$132K 0.05% 170
2023
Q3 		– Sell
-1,860
Closed -$136K – 758
2023
Q2 		$136K Buy
+1,860
New +$129K 0.06% 154

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

VisionPoint Advisory Group's IWR Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q3 2026, selling an estimated $92.9K and leaving 4,912 shares worth $524K. The position accounts for 0.08% of the portfolio, ranked #234.

VisionPoint Advisory Group first reported a position in IWR in Q2 2023 and has held it in 12 quarters since. The position peaked at $635K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • VisionPoint Advisory Group held 4,912 shares of iShares Russell Mid-Cap ETF worth $524K as of Q3 2026.
  • VisionPoint Advisory Group sold 840 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $92.9K.
  • iShares Russell Mid-Cap ETF made up 0.08% of VisionPoint Advisory Group's portfolio in Q3 2026, its #234 holding.
  • VisionPoint Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • VisionPoint Advisory Group's iShares Russell Mid-Cap ETF position peaked at $635K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.