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Wedmont Private Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Wedmont Private Capital’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 		$1.42M Buy
13,053
+10
+0.1% +$1.11K 0.03% 287
2026
Q2 		$1.43M Buy
13,043
+3,768
+41% +$396K 0.04% 264
2026
Q1 		$939K Buy
9,275
+10
+0.1% +$999 0.03% 335
2025
Q4 		$916K Buy
9,265
+2,608
+39% +$251K 0.03% 312
2025
Q3 		$643K Buy
6,657
+3
+0% +$284 0.02% 382
2025
Q2 		$622K Sell
6,654
-1
-0% -$86 0.03% 370
2025
Q1 		$530K Sell
6,655
-1
-0% -$89 0.03% 371
2024
Q4 		$583K Buy
6,656
+20
+0.3% +$1.81K 0.03% 328
2024
Q3 		$579K Buy
6,636
+3
+0% +$253 0.03% 318
2024
Q2 		$553K Sell
6,633
-565
-8% -$46K 0.03% 316
2024
Q1 		$599K Buy
7,198
+569
+9% +$45.1K 0.04% 285
2023
Q4 		$511K Buy
6,629
+3
+0% +$213 0.04% 298
2023
Q3 		$457K Buy
6,626
+1,329
+25% +$97K 0.05% 276
2023
Q2 		$395K Buy
+5,297
New +$368K 0.04% 310

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

Wedmont Private Capital's IWR Position: Q3 2026 in Review

Wedmont Private Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.08% in Q3 2026, buying an estimated $1.11K and bringing the position to 13,053 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #287.

Wedmont Private Capital first reported a position in IWR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.43M in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Wedmont Private Capital held 13,053 shares of iShares Russell Mid-Cap ETF worth $1.42M as of Q3 2026.
  • Wedmont Private Capital bought 10 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $1.11K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #287 holding.
  • Wedmont Private Capital first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Wedmont Private Capital's iShares Russell Mid-Cap ETF position peaked at $1.43M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.