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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
Q3 		$16.5M Sell
154,330
-1,855
-1% -$205K 1.32% 18
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
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
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 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
PFM
Patton Fund Management Dallas, Texas $389M AUM 65.14% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $548M AUM 8.99% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Woodstock Corp's IWR Position: Q3 2026 in Review

Woodstock Corp reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q3 2026, selling an estimated $205K and leaving 154,330 shares worth $16.5M. The position accounts for 1.32% of the portfolio, ranked #18.

Woodstock Corp first reported a position in IWR in Q4 2020 and has held it in 24 quarters since. The position peaked at $17.6M in Q4 2021. 215 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Woodstock Corp held 154,330 shares of iShares Russell Mid-Cap ETF worth $16.5M as of Q3 2026.
  • Woodstock Corp sold 1,855 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $205K.
  • iShares Russell Mid-Cap ETF made up 1.32% of Woodstock Corp's portfolio in Q3 2026, its #18 holding.
  • Woodstock Corp first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 24 quarters since.
  • Woodstock Corp's iShares Russell Mid-Cap ETF position peaked at $17.6M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Woodstock Corp's 13F filing for Q3 2026, filed 13 Oct 2026.