TD Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TD Capital 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	$48.4K	Buy	439 +1	+0.2%	+$105	﹤0.01%	245
2026 Q1	$42.6K	Buy	438 +1	+0.2%	+$100	﹤0.01%	265
2025 Q4	$42K	Buy	+437	New	+$42K	﹤0.01%	256

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

TD Capital Management's IWR Position: Q2 2026 in Review

TD Capital Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.23% in Q2 2026, buying an estimated $105 and bringing the position to 439 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #245.

TD Capital Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

TD Capital Management held 439 shares of iShares Russell Mid-Cap ETF worth $48.4K as of Q2 2026.
TD Capital Management bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
iShares Russell Mid-Cap ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #245 holding.
TD Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.