ZWJ Investment Counsel
IWR icon

ZWJ Investment Counsel’s iShares Russell Mid-Cap ETF IWR Stock Holding History

ZWJ Investment Counsel’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 		$296K Buy
2,774
+315
+13% +$34.9K 0.01% 217
2026
Q2 		$271K Sell
2,459
-300
-11% -$31.6K 0.01% 235
2026
Q1 		$268K Hold
2,759
– – 0.01% 186
2025
Q4 		$266K Hold
2,759
– – 0.01% 184
2025
Q3 		$266K Buy
+2,759
New +$262K 0.01% 182

Other funds holding IWR

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
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
Focus Financial Network
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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

ZWJ Investment Counsel's IWR Position: Q3 2026 in Review

ZWJ Investment Counsel increased its iShares Russell Mid-Cap ETF (IWR) stake by 13% in Q3 2026, buying an estimated $34.9K and bringing the position to 2,774 shares worth $296K. The position accounts for 0.01% of the portfolio, ranked #217.

ZWJ Investment Counsel first reported a position in IWR in Q3 2025 and has held it in 5 quarters since. 302 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • ZWJ Investment Counsel held 2,774 shares of iShares Russell Mid-Cap ETF worth $296K as of Q3 2026.
  • ZWJ Investment Counsel bought 315 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $34.9K.
  • iShares Russell Mid-Cap ETF made up 0.01% of ZWJ Investment Counsel's portfolio in Q3 2026, its #217 holding.
  • ZWJ Investment Counsel first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 5 quarters since.
  • 302 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on ZWJ Investment Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.