TCI Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $568K | Hold |
5,153
| – | – | 0.02% | 150 |
|
|
2026
Q1 | $501K | Sell |
5,153
-123
| -2% | -$12.3K | 0.03% | 146 |
|
|
2025
Q4 | $508K | Sell |
5,276
-2,772
| -34% | -$267K | 0.03% | 146 |
|
|
2025
Q3 | $777K | Sell |
8,048
-23
| -0.3% | -$2.18K | 0.05% | 115 |
|
|
2025
Q2 | $742K | Buy |
8,071
+339
| +4% | +$29.3K | 0.05% | 116 |
|
|
2025
Q1 | $658K | Buy |
7,732
+2,704
| +54% | +$241K | 0.05% | 107 |
|
|
2024
Q4 | $444K | Sell |
5,028
-279
| -5% | -$25.3K | 0.04% | 133 |
|
|
2024
Q3 | $468K | Hold |
5,307
| – | – | 0.04% | 136 |
|
|
2024
Q2 | $430K | Hold |
5,307
| – | – | 0.04% | 135 |
|
|
2024
Q1 | $446K | Sell |
5,307
-18
| -0.3% | -$1.43K | 0.04% | 129 |
|
|
2023
Q4 | $414K | Buy |
5,325
+17
| +0.3% | +$1.21K | 0.04% | 131 |
|
|
2023
Q3 | $368K | Hold |
5,308
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $388K | Sell |
5,308
-320
| -6% | -$22.3K | 0.05% | 131 |
|
|
2023
Q1 | $394K | Buy |
5,628
+5,348
| +1,910% | +$378K | 0.05% | 125 |
|
|
2022
Q4 | $18.9K | Sell |
280
-4
| -1% | -$270 | ﹤0.01% | 726 |
|
|
2022
Q3 | $18K | Sell |
284
-415
| -59% | -$28.5K | ﹤0.01% | 703 |
|
|
2022
Q2 | $45K | Buy |
699
+415
| +146% | +$29.5K | 0.01% | 395 |
|
|
2022
Q1 | $22K | Buy |
284
+4
| +1% | +$308 | ﹤0.01% | 655 |
|
|
2021
Q4 | $23K | Hold |
280
| – | – | ﹤0.01% | 649 |
|
|
2021
Q3 | $22K | Hold |
280
| – | – | ﹤0.01% | 645 |
|
|
2021
Q2 | $22K | Hold |
280
| – | – | ﹤0.01% | 589 |
|
|
2021
Q1 | $21K | Hold |
280
| – | – | 0.01% | 562 |
|
|
2020
Q4 | $19K | Hold |
280
| – | – | 0.01% | 506 |
|
|
2020
Q3 | $16K | Hold |
280
| – | – | 0.01% | 485 |
|
|
2020
Q2 | $15K | Hold |
280
| – | – | 0.01% | 497 |
|
|
2020
Q1 | $12K | Hold |
280
| – | – | 0.01% | 535 |
|
|
2019
Q4 | $17K | Sell |
280
-58
| -17% | -$3.33K | 0.01% | 582 |
|
|
2019
Q3 | $19K | Buy |
+338
| New | +$18.9K | 0.01% | 504 |
|
|
2016
Q2 | – | Sell |
-676
| Closed | -$28K | – | 1339 |
|
|
2016
Q1 | $28K | Buy |
+676
| New | +$25.7K | 0.02% | 375 |
|
|
2015
Q3 | – | Sell |
-740
| Closed | -$32K | – | 991 |
|
|
2015
Q2 | $32K | Sell |
740
-8
| -1% | -$348 | 0.02% | 328 |
|
|
2015
Q1 | $32K | Sell |
748
-948
| -56% | -$40.3K | 0.02% | 287 |
|
|
2014
Q4 | $71K | Buy |
+1,696
| New | +$68.9K | 0.04% | 212 |
|
Other funds holding IWR
TCI Wealth Advisors's IWR Position: Q2 2026 in Review
TCI Wealth Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,153 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #150.
TCI Wealth Advisors first reported a position in IWR in Q4 2014 and has held it in 32 quarters since. The position peaked at $777K in Q3 2025. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- TCI Wealth Advisors held 5,153 shares of iShares Russell Mid-Cap ETF worth $568K as of Q2 2026.
- TCI Wealth Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
- iShares Russell Mid-Cap ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #150 holding.
- TCI Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 32 quarters since.
- TCI Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $777K in Q3 2025.
- 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.