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TFG Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TFG Advisers’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
2025
Q2 		$260K Sell
2,824
-34
-1% -$2.94K 0.09% 192
2025
Q1 		$243K Sell
2,858
-102
-3% -$9.1K 0.09% 189
2024
Q4 		$262K Buy
2,960
+8
+0.3% +$726 0.09% 185
2024
Q3 		$260K Sell
2,952
-65
-2% -$5.48K 0.09% 182
2024
Q2 		$245K Sell
3,017
-143
-5% -$11.6K 0.09% 179
2024
Q1 		$266K Sell
3,160
-126
-4% -$9.98K 0.1% 169
2023
Q4 		$255K Buy
3,286
+23
+0.7% +$1.63K 0.11% 169
2023
Q3 		$226K Sell
3,263
-21
-0.6% -$1.53K 0.11% 175
2023
Q2 		$240K Buy
3,284
+7
+0.2% +$487 0.11% 179
2023
Q1 		$229K Buy
3,277
+11
+0.3% +$777 0.11% 181
2022
Q4 		$220K Buy
3,266
+13
+0.4% +$877 0.11% 182
2022
Q3 		$202K Buy
3,253
+14
+0.4% +$963 0.11% 183
2022
Q2 		$209K Sell
3,239
-81
-2% -$5.77K 0.11% 182
2022
Q1 		$259K Buy
3,320
+144
+5% +$11.1K 0.12% 172
2021
Q4 		$264K Sell
3,176
-190
-6% -$15.6K 0.12% 177
2021
Q3 		$263K Buy
3,366
+9
+0.3% +$721 0.13% 166
2021
Q2 		$266K Buy
3,357
+22
+0.7% +$1.71K 0.13% 162
2021
Q1 		$247K Buy
3,335
+171
+5% +$12.4K 0.13% 165
2020
Q4 		$216K Buy
+3,164
New +$202K 0.11% 171
2020
Q1 		– Sell
-3,315
Closed -$197K – 298
2019
Q4 		$197K Buy
+3,315
New +$190K 0.11% 166

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFG Advisers's IWR Position: Q2 2025 in Review

TFG Advisers reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.2% in Q2 2025, selling an estimated $2.94K and leaving 2,824 shares worth $260K. The position accounts for 0.09% of the portfolio, ranked #192.

TFG Advisers first reported a position in IWR in Q4 2019 and has held it in 20 quarters since. The position peaked at $266K in Q2 2021. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • TFG Advisers held 2,824 shares of iShares Russell Mid-Cap ETF worth $260K as of Q2 2025.
  • TFG Advisers sold 34 iShares Russell Mid-Cap ETF shares in Q2 2025, an estimated $2.94K.
  • iShares Russell Mid-Cap ETF made up 0.09% of TFG Advisers's portfolio in Q2 2025, its #192 holding.
  • TFG Advisers first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 20 quarters since.
  • TFG Advisers's iShares Russell Mid-Cap ETF position peaked at $266K in Q2 2021.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on TFG Advisers's 13F filing for Q2 2025, filed 21 Jul 2025.