Tanager Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tanager Wealth Management’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	$435K	Buy	3,940 +56	+1%	+$5.89K	0.04%	103
2026 Q1	$378K	Hold	3,884	–	–	0.04%	98
2025 Q4	$374K	Hold	3,884	–	–	0.04%	95
2025 Q3	$375K	Hold	3,884	–	–	0.04%	91
2025 Q2	$357K	Hold	3,884	–	–	0.04%	90
2025 Q1	$330K	Buy	+3,884	New	+$346K	0.04%	87
2023 Q2	–	Sell	-3,999	Closed	-$280K	–	85
2023 Q1	$280K	Buy	+3,999	New	+$282K	0.07%	63

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

Tanager Wealth Management's IWR Position: Q2 2026 in Review

Tanager Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, buying an estimated $5.89K and bringing the position to 3,940 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #103.

Tanager Wealth Management first reported a position in IWR in Q1 2023 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Tanager Wealth Management held 3,940 shares of iShares Russell Mid-Cap ETF worth $435K as of Q2 2026.
Tanager Wealth Management bought 56 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.89K.
iShares Russell Mid-Cap ETF made up 0.04% of Tanager Wealth Management's portfolio in Q2 2026, its #103 holding.
Tanager Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.