Tennessee Valley Asset Management Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	$251K	Sell	2,578 -339	-12%	-$33.9K	0.03%	167
2025 Q4	$281K	Sell	2,917 -280	-9%	-$26.9K	0.04%	151
2025 Q3	$309K	Buy	+3,197	New	+$303K	0.04%	147
2025 Q2	–	Sell	-2,909	Closed	-$247K	–	125
2025 Q1	$247K	Sell	2,909 -459	-14%	-$40.9K	0.04%	143
2024 Q4	$298K	Buy	3,368 +7	+0.2%	+$635	0.05%	126
2024 Q3	$296K	Buy	3,361 +108	+3%	+$9.1K	0.05%	133
2024 Q2	$264K	Buy	3,253 +6	+0.2%	+$488	0.05%	137
2024 Q1	$273K	Sell	3,247 -7,101	-69%	-$563K	0.07%	111
2023 Q4	$804K	Buy	10,348 +5,395	+109%	+$383K	0.11%	86
2023 Q3	$343K	Sell	4,953 -159	-3%	-$11.6K	0.11%	84
2023 Q2	$373K	Buy	5,112 +40	+0.8%	+$2.78K	0.12%	81
2023 Q1	$355K	Buy	5,072 +13	+0.3%	+$918	0.12%	78
2022 Q4	$341K	Sell	5,059 -836	-14%	-$56.4K	0.12%	81
2022 Q3	$366K	Buy	5,895 +17	+0.3%	+$1.17K	0.14%	65
2022 Q2	$380K	Buy	5,878 +11	+0.2%	+$783	0.15%	52
2022 Q1	$458K	Buy	5,867 +10	+0.2%	+$770	0.16%	45
2021 Q4	$486K	Buy	5,857 +11	+0.2%	+$903	0.16%	43
2021 Q3	$457K	Buy	+5,846	New	+$468K	0.17%	48
2021 Q2	–	Sell	-12,067	Closed	-$892K	–	65
2021 Q1	$892K	Buy	12,067 +18	+0.1%	+$1.3K	0.23%	43
2020 Q4	$826K	Buy	12,049 +5,324	+79%	+$339K	0.2%	43
2020 Q3	$386K	Buy	6,725 +13	+0.2%	+$740	0.23%	41
2020 Q2	$360K	Sell	6,712 -1,262	-16%	-$63.3K	0.23%	36
2020 Q1	$344K	Sell	7,974 -1,868	-19%	-$103K	0.26%	34
2019 Q4	$587K	Sell	9,842 -2,251	-19%	-$129K	0.37%	28
2019 Q3	$677K	Buy	12,093 +724	+6%	+$40.5K	0.49%	26
2019 Q2	$635K	Sell	11,369 -1,043	-8%	-$57.2K	0.48%	27
2019 Q1	$670K	Buy	12,412 +5	+0%	+$259	0.58%	24
2018 Q4	$577K	Buy	+12,407	New	+$626K	0.66%	25

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's IWR Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, selling an estimated $33.9K and leaving 2,578 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #167.

Tennessee Valley Asset Management Partners first reported a position in IWR in Q4 2018 and has held it in 28 quarters since. The position peaked at $892K in Q1 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Tennessee Valley Asset Management Partners held 2,578 shares of iShares Russell Mid-Cap ETF worth $251K as of Q1 2026.
Tennessee Valley Asset Management Partners sold 339 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $33.9K.
iShares Russell Mid-Cap ETF made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #167 holding.
Tennessee Valley Asset Management Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 28 quarters since.
Tennessee Valley Asset Management Partners's iShares Russell Mid-Cap ETF position peaked at $892K in Q1 2021.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.