Weaver Consulting Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Weaver Consulting 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	$326K	Hold	3,058	–	–	0.06%	229
2026 Q2	$337K	Hold	3,058	–	–	0.07%	209
2026 Q1	$297K	Hold	3,058	–	–	0.07%	200
2025 Q4	$294K	Hold	3,058	–	–	0.07%	198
2025 Q3	$295K	Hold	3,058	–	–	0.08%	193
2025 Q2	$281K	Hold	3,058	–	–	0.08%	185
2025 Q1	$260K	Buy	3,058 +34	+1%	+$3.03K	0.08%	191
2024 Q4	$267K	Hold	3,024	–	–	0.08%	176
2024 Q3	$267K	Hold	3,024	–	–	0.08%	177
2024 Q2	$245K	Hold	3,024	–	–	0.09%	172
2024 Q1	$254K	Hold	3,024	–	–	0.09%	163
2023 Q4	$235K	Hold	3,024	–	–	0.1%	172
2023 Q3	$209K	Hold	3,024	–	–	0.09%	172
2023 Q2	$221K	Hold	3,024	–	–	0.1%	161
2023 Q1	$211K	Hold	3,024	–	–	0.1%	167
2022 Q4	$204K	Buy	+3,024	New	+$204K	0.1%	167
2022 Q2	–	Sell	-3,024	Closed	-$236K	–	173
2022 Q1	$236K	Hold	3,024	–	–	0.11%	151
2021 Q4	$251K	Hold	3,024	–	–	0.12%	142
2021 Q3	$237K	Hold	3,024	–	–	0.13%	128
2021 Q2	$240K	Hold	3,024	–	–	0.14%	127
2021 Q1	$224K	Hold	3,024	–	–	0.14%	127
2020 Q4	$207K	Hold	3,024	–	–	0.13%	133
2020 Q3	$174K	Buy	3,024 +200	+7%	+$11.4K	0.1%	133
2020 Q2	$151K	Hold	2,824	–	–	0.09%	148
2020 Q1	$122K	Hold	2,824	–	–	0.08%	145
2019 Q4	$158K	Hold	2,824	–	–	0.08%	127
2019 Q3	$162K	Hold	2,824	–	–	0.09%	121
2019 Q2	$158K	Hold	2,824	–	–	0.09%	116
2019 Q1	$156K	Buy	+2,824	New	+$146K	0.04%	251

Other funds holding IWR

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

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

Weaver Consulting Group's IWR Position: Q3 2026 in Review

Weaver Consulting Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 3,058 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #229.

Weaver Consulting Group first reported a position in IWR in Q1 2019 and has held it in 29 quarters since. The position peaked at $337K in Q2 2026. 605 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Weaver Consulting Group held 3,058 shares of iShares Russell Mid-Cap ETF worth $326K as of Q3 2026.
Weaver Consulting Group left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Weaver Consulting Group's portfolio in Q3 2026, its #229 holding.
Weaver Consulting Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
Weaver Consulting Group's iShares Russell Mid-Cap ETF position peaked at $337K in Q2 2026.
605 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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