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

Welch 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	$275K	Buy	2,578 +54	+2%	+$5.97K	0.01%	275
2026 Q2	$278K	Buy	2,524 +66	+3%	+$6.94K	0.01%	255
2026 Q1	$239K	Buy	2,458 +11	+0.4%	+$1.1K	0.01%	265
2025 Q4	$236K	Buy	2,447 +126	+5%	+$12.1K	0.01%	274
2025 Q3	$224K	Buy	2,321 +17	+0.7%	+$1.61K	0.01%	271
2025 Q2	$212K	Buy	+2,304	New	+$199K	0.01%	260

Other funds holding IWR

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

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

Welch Group's IWR Position: Q3 2026 in Review

Welch Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q3 2026, buying an estimated $5.97K and bringing the position to 2,578 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #275.

Welch Group first reported a position in IWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $278K in Q2 2026. 703 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Welch Group held 2,578 shares of iShares Russell Mid-Cap ETF worth $275K as of Q3 2026.
Welch Group bought 54 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $5.97K.
iShares Russell Mid-Cap ETF made up 0.01% of Welch Group's portfolio in Q3 2026, its #275 holding.
Welch Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Welch Group's iShares Russell Mid-Cap ETF position peaked at $278K in Q2 2026.
703 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.