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 Q2	$322K	Hold	2,916	–	–	0.1%	114
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 $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

TAGStone Capital's IWR Position: Q2 2026 in Review

TAGStone Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,916 shares worth $322K. The position accounts for 0.1% of the portfolio, ranked #114.

TAGStone Capital first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

TAGStone Capital held 2,916 shares of iShares Russell Mid-Cap ETF worth $322K as of Q2 2026.
TAGStone Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.1% of TAGStone Capital's portfolio in Q2 2026, its #114 holding.
TAGStone Capital first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.