TFC Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TFC Financial 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 Q1	$534K	Sell	5,495 -110	-2%	-$11K	0.07%	77
2025 Q4	$540K	Hold	5,605	–	–	0.07%	73
2025 Q3	$541K	Hold	5,605	–	–	0.07%	73
2025 Q2	$515K	Hold	5,605	–	–	0.07%	75
2025 Q1	$477K	Sell	5,605 -395	-7%	-$35.2K	0.07%	72
2024 Q4	$530K	Hold	6,000	–	–	0.08%	66
2024 Q3	$529K	Hold	6,000	–	–	0.08%	69
2024 Q2	$486K	Sell	6,000 -252	-4%	-$20.5K	0.09%	73
2024 Q1	$526K	Sell	6,252 -42	-0.7%	-$3.33K	0.09%	70
2023 Q4	$489K	Buy	6,294 +42	+0.7%	+$2.98K	0.1%	69
2023 Q3	$433K	Hold	6,252	–	–	0.1%	70
2023 Q2	$457K	Hold	6,252	–	–	0.11%	70
2023 Q1	$437K	Buy	6,252 +6,000	+2,381%	+$424K	0.11%	67
2022 Q4	$17K	Hold	252	–	–	﹤0.01%	273
2022 Q3	$16K	Hold	252	–	–	0.01%	267
2022 Q2	$16K	Buy	+252	New	+$17.9K	﹤0.01%	275

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

TFC Financial Management's IWR Position: Q1 2026 in Review

TFC Financial Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q1 2026, selling an estimated $11K and leaving 5,495 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #77.

TFC Financial Management first reported a position in IWR in Q2 2022 and has held it in 16 quarters since. The position peaked at $541K in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

TFC Financial Management held 5,495 shares of iShares Russell Mid-Cap ETF worth $534K as of Q1 2026.
TFC Financial Management sold 110 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $11K.
iShares Russell Mid-Cap ETF made up 0.07% of TFC Financial Management's portfolio in Q1 2026, its #77 holding.
TFC Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 16 quarters since.
TFC Financial Management's iShares Russell Mid-Cap ETF position peaked at $541K in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.