Woodstock Corp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Woodstock Corp’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	$17.2M	Sell	156,185 -3,700	-2%	-$389K	1.43%	17
2026 Q1	$15.5M	Sell	159,885 -3,449	-2%	-$345K	1.38%	17
2025 Q4	$15.7M	Sell	163,334 -377	-0.2%	-$36.2K	1.35%	19
2025 Q3	$15.8M	Sell	163,711 -132	-0.1%	-$12.5K	1.37%	17
2025 Q2	$15.1M	Sell	163,843 -2,182	-1%	-$188K	1.38%	18
2025 Q1	$14.1M	Sell	166,025 -7,012	-4%	-$625K	1.4%	19
2024 Q4	$15.3M	Sell	173,037 -442	-0.3%	-$40.1K	1.47%	16
2024 Q3	$15.3M	Sell	173,479 -1,050	-0.6%	-$88.5K	1.47%	15
2024 Q2	$14.2M	Sell	174,529 -9,720	-5%	-$791K	1.44%	17
2024 Q1	$15.5M	Sell	184,249 -5,905	-3%	-$468K	1.6%	14
2023 Q4	$14.8M	Sell	190,154 -3,065	-2%	-$218K	1.71%	14
2023 Q3	$13.4M	Sell	193,219 -240	-0.1%	-$17.5K	1.68%	14
2023 Q2	$14.1M	Sell	193,459 -1,083	-0.6%	-$75.3K	1.67%	13
2023 Q1	$13.6M	Sell	194,542 -6,868	-3%	-$485K	1.73%	16
2022 Q4	$13.6M	Sell	201,410 -2,546	-1%	-$172K	1.81%	16
2022 Q3	$12.7M	Sell	203,956 -150	-0.1%	-$10.3K	1.89%	13
2022 Q2	$13.2M	Buy	204,106 +602	+0.3%	+$42.9K	1.83%	14
2022 Q1	$15.9M	Sell	203,504 -8,637	-4%	-$665K	1.86%	13
2021 Q4	$17.6M	Sell	212,141 -595	-0.3%	-$48.8K	1.84%	11
2021 Q3	$16.6M	Sell	212,736 -1,350	-0.6%	-$108K	1.94%	10
2021 Q2	$17M	Sell	214,086 -6,355	-3%	-$493K	2%	10
2021 Q1	$16.3M	Buy	220,441 +9,553	+5%	+$691K	2.07%	8
2020 Q4	$14.5M	Buy	+210,888	New	+$13.4M	1.93%	14

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

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

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return