Tepp RIA’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tepp RIA’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	$489K	Buy	+4,434	New	+$466K	0.33%	26

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

Tepp RIA's IWR Position: Q2 2026 in Review

Tepp RIA opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 4,434 shares worth $489K. The stake represents 0.33% of the portfolio and ranks #26 among its holdings.

1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Tepp RIA held 4,434 shares of iShares Russell Mid-Cap ETF worth $489K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Tepp RIA position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.33% of Tepp RIA's portfolio in Q2 2026, its #26 holding.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Tepp RIA's 13F filing for Q2 2026, filed 28 Jul 2026.