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Tanglewood Legacy Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tanglewood Legacy Advisors’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 		$10.3M Buy
93,523
+1,928
+2% +$203K 3.33% 5
2026
Q1 		$8.91M Buy
91,595
+536
+0.6% +$53.5K 3.22% 5
2025
Q4 		$8.77M Buy
91,059
+799
+0.9% +$76.8K 3.29% 4
2025
Q3 		$8.71M Buy
90,260
+3,440
+4% +$326K 3.37% 3
2025
Q2 		$7.98M Sell
86,820
-2,547
-3% -$220K 3.28% 4
2025
Q1 		$7.6M Buy
89,367
+5,575
+7% +$497K 3.33% 4
2024
Q4 		$7.41M Buy
83,792
+1,270
+2% +$115K 3.17% 3
2024
Q3 		$7.27M Buy
82,522
+2,135
+3% +$180K 3.23% 3
2024
Q2 		$6.52M Buy
80,387
+6,374
+9% +$519K 3.08% 3
2024
Q1 		$6.22M Buy
74,013
+2,591
+4% +$205K 3.07% 5
2023
Q4 		$5.55M Sell
71,422
-787
-1% -$55.9K 3.03% 5
2023
Q3 		$5M Sell
72,209
-270
-0.4% -$19.7K 3% 5
2023
Q2 		$5.29M Buy
72,479
+4,155
+6% +$289K 3.06% 5
2023
Q1 		$4.78M Sell
68,324
-2,714
-4% -$192K 3.05% 5
2022
Q4 		$4.79M Buy
+71,038
New +$4.79M 3.41% 5

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tanglewood Legacy Advisors's IWR Position: Q2 2026 in Review

Tanglewood Legacy Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q2 2026, buying an estimated $203K and bringing the position to 93,523 shares worth $10.3M. The position accounts for 3.33% of the portfolio, ranked #5.

Tanglewood Legacy Advisors first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Tanglewood Legacy Advisors held 93,523 shares of iShares Russell Mid-Cap ETF worth $10.3M as of Q2 2026.
  • Tanglewood Legacy Advisors bought 1,928 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $203K.
  • iShares Russell Mid-Cap ETF made up 3.33% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #5 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.