TCI Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TCI Wealth 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	$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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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. 812 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.
812 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.