William Mack & Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

William Mack & Associates’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 Q2	$547K	Sell	4,957 -139	-3%	-$14.6K	0.19%	48
2026 Q1	$495K	Buy	5,096 +13	+0.3%	+$1.3K	0.28%	39
2025 Q4	$489K	Sell	5,083 -297	-6%	-$28.6K	0.23%	43
2025 Q3	$519K	Buy	5,380 +16	+0.3%	+$1.52K	0.28%	41
2025 Q2	$493K	Buy	5,364 +15	+0.3%	+$1.3K	0.31%	42
2025 Q1	$455K	Buy	5,349 +15	+0.3%	+$1.34K	0.39%	38
2024 Q4	$472K	Buy	+5,334	New	+$484K	0.49%	34

Other funds holding IWR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return