West Paces Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

West Paces Advisors’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	$1.74M	Hold	16,263	–	–	0.3%	44
2026 Q2	$1.79M	Buy	16,263 +1,659	+11%	+$174K	0.3%	43
2026 Q1	$1.42M	Hold	14,604	–	–	0.28%	45
2025 Q4	$1.41M	Sell	14,604 -608	-4%	-$58.5K	0.27%	44
2025 Q3	$1.47M	Sell	15,212 -50	-0.3%	-$4.74K	0.29%	44
2025 Q2	$1.4M	Hold	15,262	–	–	0.3%	43
2025 Q1	$1.3M	Hold	15,262	–	–	0.3%	45
2024 Q4	$1.35M	Hold	15,262	–	–	0.33%	40
2024 Q3	$1.35M	Hold	15,262	–	–	0.33%	41
2024 Q2	$1.24M	Hold	15,262	–	–	0.32%	43
2024 Q1	$1.28M	Hold	15,262	–	–	0.34%	38
2023 Q4	$1.19M	Hold	15,262	–	–	0.33%	40
2023 Q3	$1.06M	Sell	15,262 -56	-0.4%	-$4.08K	0.33%	43
2023 Q2	$1.12M	Hold	15,318	–	–	0.33%	44
2023 Q1	$1.07M	Sell	15,318 -1,583	-9%	-$112K	0.33%	42
2022 Q4	$1.14M	Buy	16,901 +56	+0.3%	+$3.78K	0.36%	43
2022 Q3	$1.05M	Hold	16,845	–	–	0.37%	43
2022 Q2	$1.09M	Hold	16,845	–	–	0.37%	39
2022 Q1	$1.31M	Buy	16,845 +150	+0.9%	+$11.5K	0.41%	35
2021 Q4	$1.39M	Sell	16,695 -100	-0.6%	-$8.21K	0.43%	34
2021 Q3	$1.31M	Hold	16,795	–	–	0.46%	33
2021 Q2	$1.33M	Sell	16,795 -206	-1%	-$16K	0.49%	31
2021 Q1	$1.26M	Buy	17,001 +406	+2%	+$29.3K	0.51%	31
2020 Q4	$1.14M	Buy	16,595 +200	+1%	+$12.7K	0.51%	31
2020 Q3	$941K	Buy	16,395 +544	+3%	+$31K	0.48%	38
2020 Q2	$850K	Buy	15,851 +1,350	+9%	+$67.7K	0.46%	39
2020 Q1	$626K	Buy	14,501 +110	+0.8%	+$6.05K	0.4%	49
2019 Q4	$858K	Buy	14,391 +1,868	+15%	+$107K	0.47%	46
2019 Q3	$701K	Buy	12,523 +883	+8%	+$49.4K	0.42%	50
2019 Q2	$650K	Hold	11,640	–	–	0.41%	52
2019 Q1	$628K	Hold	11,640	–	–	0.44%	53
2018 Q4	$541K	Buy	11,640 +1,520	+15%	+$76.7K	0.42%	58
2018 Q3	$558K	Hold	10,120	–	–	0.4%	61
2018 Q2	$537K	Hold	10,120	–	–	0.4%	61
2018 Q1	$522K	Hold	10,120	–	–	0.39%	58
2017 Q4	$527K	Hold	10,120	–	–	0.39%	65
2017 Q3	$499K	Hold	10,120	–	–	0.38%	62
2017 Q2	$486K	Hold	10,120	–	–	0.39%	65
2017 Q1	$474K	Hold	10,120	–	–	0.38%	64
2016 Q4	$453K	Buy	+10,120	New	+$443K	0.42%	60

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

West Paces Advisors's IWR Position: Q3 2026 in Review

West Paces Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 16,263 shares worth $1.74M. The position accounts for 0.3% of the portfolio, ranked #44.

West Paces Advisors first reported a position in IWR in Q4 2016 and has held it in 40 quarters since. The position peaked at $1.79M in Q2 2026. 234 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

West Paces Advisors held 16,263 shares of iShares Russell Mid-Cap ETF worth $1.74M as of Q3 2026.
West Paces Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.3% of West Paces Advisors's portfolio in Q3 2026, its #44 holding.
West Paces Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 40 quarters since.
West Paces Advisors's iShares Russell Mid-Cap ETF position peaked at $1.79M in Q2 2026.
234 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.