Moisand Fitzgerald Tamayo’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moisand Fitzgerald Tamayo’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	$46.1K	Hold	418	–	–	﹤0.01%	215
2026 Q1	$40.6K	Hold	418	–	–	﹤0.01%	213
2025 Q4	$40.2K	Hold	418	–	–	﹤0.01%	220
2025 Q3	$40.4K	Hold	418	–	–	﹤0.01%	221
2025 Q2	$38.4K	Hold	418	–	–	﹤0.01%	221
2025 Q1	$35.6K	Hold	418	–	–	﹤0.01%	222
2024 Q4	$37K	Sell	418 -142	-25%	-$12.9K	0.01%	220
2024 Q3	$49.4K	Buy	560 +298	+114%	+$25.1K	0.01%	195
2024 Q2	$21.2K	Hold	262	–	–	﹤0.01%	241
2024 Q1	$22K	Hold	262	–	–	﹤0.01%	240
2023 Q4	$20.4K	Hold	262	–	–	﹤0.01%	256
2023 Q3	$18.1K	Hold	262	–	–	﹤0.01%	268
2023 Q2	$19.1K	Hold	262	–	–	﹤0.01%	257
2023 Q1	$18.3K	Hold	262	–	–	﹤0.01%	271
2022 Q4	$17.7K	Hold	262	–	–	﹤0.01%	263
2022 Q3	$16K	Hold	262	–	–	﹤0.01%	249
2022 Q2	$17K	Hold	262	–	–	﹤0.01%	239
2022 Q1	$20K	Buy	+262	New	+$20.2K	0.01%	137

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moisand Fitzgerald Tamayo's IWR Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 418 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #215.

Moisand Fitzgerald Tamayo first reported a position in IWR in Q1 2022 and has held it in 18 quarters since. The position peaked at $49.4K in Q3 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Moisand Fitzgerald Tamayo held 418 shares of iShares Russell Mid-Cap ETF worth $46.1K as of Q2 2026.
Moisand Fitzgerald Tamayo left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #215 holding.
Moisand Fitzgerald Tamayo first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 18 quarters since.
Moisand Fitzgerald Tamayo's iShares Russell Mid-Cap ETF position peaked at $49.4K in Q3 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.