JT Stratford LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

JT Stratford LLC’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 Q1	–	Sell	-4,721	Closed	-$454K	–	314
2025 Q4	$454K	Buy	+4,721	New	+$454K	0.06%	229

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JT Stratford LLC's IWR Position: Q1 2026 in Review

JT Stratford LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 4,721 shares — an estimated $454K sold.

JT Stratford LLC first reported a position in IWR in Q4 2025 and held it in 1 quarter. The position peaked at $454K in Q4 2025. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

JT Stratford LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
JT Stratford LLC sold 4,721 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $454K.
JT Stratford LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
JT Stratford LLC's iShares Russell Mid-Cap ETF position peaked at $454K in Q4 2025.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.