TAGStone Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TAGStone Capital’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	$283K	Buy	2,916 +1	+0%	+$100	0.1%	113
2025 Q4	$281K	Hold	2,915	–	–	0.1%	101
2025 Q3	$281K	Hold	2,915	–	–	0.11%	100
2025 Q2	$271K	Hold	2,915	–	–	0.11%	98
2025 Q1	$248K	Hold	2,915	–	–	0.12%	85
2024 Q4	$258K	Hold	2,915	–	–	0.13%	82
2024 Q3	$257K	Hold	2,915	–	–	0.13%	80
2024 Q2	$236K	Hold	2,915	–	–	0.13%	82
2024 Q1	$245K	Hold	2,915	–	–	0.14%	78
2023 Q4	$227K	Hold	2,915	–	–	0.15%	78
2023 Q3	$203K	Hold	2,915	–	–	0.15%	77
2023 Q2	$213K	Hold	2,915	–	–	0.15%	76
2023 Q1	$204K	Buy	+2,915	New	+$206K	0.15%	79

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

TAGStone Capital's IWR Position: Q1 2026 in Review

TAGStone Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q1 2026, buying an estimated $100 and bringing the position to 2,916 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #113.

TAGStone Capital first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

TAGStone Capital held 2,916 shares of iShares Russell Mid-Cap ETF worth $283K as of Q1 2026.
TAGStone Capital bought 1 iShares Russell Mid-Cap ETF share in Q1 2026, an estimated $100.
iShares Russell Mid-Cap ETF made up 0.1% of TAGStone Capital's portfolio in Q1 2026, its #113 holding.
TAGStone Capital first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.