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

TFB 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 Q1	–	Sell	-37,058	Closed	-$3.57M	–	259
2025 Q4	$3.57M	Buy	37,058 +458	+1%	+$44K	1%	23
2025 Q3	$3.51M	Buy	36,600 +1,392	+4%	+$132K	1.02%	22
2025 Q2	$3.24M	Buy	35,208 +435	+1%	+$37.6K	0.85%	23
2025 Q1	$2.96M	Buy	34,773 +2,231	+7%	+$199K	0.85%	23
2024 Q4	$2.88M	Buy	32,542 +447	+1%	+$40.6K	0.82%	24
2024 Q3	$2.83M	Buy	32,095 +337	+1%	+$28.4K	0.84%	21
2024 Q2	$2.57M	Buy	31,758 +73	+0.2%	+$5.94K	0.84%	23
2024 Q1	$2.52M	Buy	31,685 +8	+0%	+$634	0.91%	23
2023 Q4	$2.46M	Buy	+31,677	New	+$2.25M	1.26%	19
2023 Q3	–	Sell	-30,459	Closed	-$2.22M	–	165
2023 Q2	$2.22M	Buy	+30,459	New	+$2.12M	0.97%	27

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

TFB Advisors's IWR Position: Q1 2026 in Review

TFB Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 37,058 shares — an estimated $3.57M sold.

TFB Advisors first reported a position in IWR in Q2 2023 and held it in 10 quarters. The position peaked at $3.57M in Q4 2025. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

TFB Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
TFB Advisors sold 37,058 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $3.57M.
TFB Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and held it in 10 quarters.
TFB Advisors's iShares Russell Mid-Cap ETF position peaked at $3.57M in Q4 2025.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.