TBH Global Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TBH Global Asset 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	$446K	Sell	4,045 -154	-4%	-$16.2K	0.08%	193
2026 Q1	$408K	Buy	+4,199	New	+$419K	0.08%	192
2025 Q4	–	Sell	-4,415	Closed	-$426K	–	260
2025 Q3	$426K	Buy	+4,415	New	+$418K	0.08%	186
2025 Q1	–	Sell	-4,844	Closed	-$428K	–	194
2024 Q4	$428K	Sell	4,844 -29	-0.6%	-$2.63K	0.1%	162
2024 Q3	$430K	Sell	4,873 -2	-0%	-$169	0.09%	172
2024 Q2	$395K	Sell	4,875 -1,945	-29%	-$158K	0.09%	174
2024 Q1	$573K	Sell	6,820 -162	-2%	-$12.8K	0.11%	137
2023 Q4	$543K	Sell	6,982 -135	-2%	-$9.59K	0.11%	137
2023 Q3	$493K	Sell	7,117 -93	-1%	-$6.78K	0.09%	157
2023 Q2	$527K	Buy	7,210 +106	+1%	+$7.37K	0.1%	144
2023 Q1	$497K	Buy	+7,104	New	+$502K	0.11%	137

Other funds holding IWR

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

TBH Global Asset Management's IWR Position: Q2 2026 in Review

TBH Global Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q2 2026, selling an estimated $16.2K and leaving 4,045 shares worth $446K. The position accounts for 0.08% of the portfolio, ranked #193.

TBH Global Asset Management first reported a position in IWR in Q1 2023 and has held it in 11 quarters since. The position peaked at $573K in Q1 2024. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

TBH Global Asset Management held 4,045 shares of iShares Russell Mid-Cap ETF worth $446K as of Q2 2026.
TBH Global Asset Management sold 154 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $16.2K.
iShares Russell Mid-Cap ETF made up 0.08% of TBH Global Asset Management's portfolio in Q2 2026, its #193 holding.
TBH Global Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 11 quarters since.
TBH Global Asset Management's iShares Russell Mid-Cap ETF position peaked at $573K in Q1 2024.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on TBH Global Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.