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Thoroughbred Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Thoroughbred Financial Services’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 		$1.22M Buy
11,096
+87
+0.8% +$9.15K 0.06% 261
2026
Q1 		$1.07M Sell
11,009
-796
-7% -$79.5K 0.06% 271
2025
Q4 		$1.14M Sell
11,805
-514
-4% -$49.4K 0.07% 257
2025
Q3 		$1.19M Buy
12,319
+690
+6% +$65.4K 0.07% 243
2025
Q2 		$1.07M Sell
11,629
-19,978
-63% -$1.73M 0.07% 256
2025
Q1 		$2.69M Buy
31,607
+227
+0.7% +$20.2K 0.17% 134
2024
Q4 		$2.77M Sell
31,380
-759
-2% -$68.9K 0.17% 119
2024
Q3 		$2.83M Sell
32,139
-1,206
-4% -$102K 0.18% 110
2024
Q2 		$2.7M Buy
33,345
+22,204
+199% +$1.81M 0.18% 109
2024
Q1 		$936K Sell
11,141
-26,065
-70% -$2.07M 0.09% 210
2023
Q4 		$2.89M Buy
37,206
+5,100
+16% +$362K 0.23% 93
2023
Q3 		$2.22M Buy
32,106
+20,905
+187% +$1.53M 0.22% 97
2023
Q2 		$818K Sell
11,201
-226
-2% -$15.7K 0.11% 189
2023
Q1 		$799K Buy
11,427
+660
+6% +$46.6K 0.12% 180
2022
Q4 		$726K Sell
10,767
-1,538
-12% -$104K 0.12% 183
2022
Q3 		$764K Buy
12,305
+116
+1% +$7.98K 0.15% 157
2022
Q2 		$788K Sell
12,189
-1,074
-8% -$76.5K 0.15% 162
2022
Q1 		$1.03M Buy
13,263
+3,875
+41% +$298K 0.17% 145
2021
Q4 		$779K Buy
9,388
+1,215
+15% +$99.7K 0.16% 140
2021
Q3 		$639K Buy
8,173
+1,632
+25% +$131K 0.16% 141
2021
Q2 		$518K Buy
6,541
+1
+0% +$78 0.13% 168
2021
Q1 		$483K Sell
6,540
-3,233
-33% -$234K 0.13% 163
2020
Q4 		$669K Buy
9,773
+121
+1% +$7.71K 0.21% 124
2020
Q3 		$553K Buy
9,652
+600
+7% +$34.2K 0.21% 121
2020
Q2 		$485K Sell
9,052
-4,717
-34% -$236K 0.2% 123
2020
Q1 		$594K Buy
13,769
+7,264
+112% +$400K 0.21% 128
2019
Q4 		$388K Buy
6,505
+1,336
+26% +$76.7K 0.13% 172
2019
Q3 		$289K Buy
+5,169
New +$289K 0.11% 187

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Thoroughbred Financial Services's IWR Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.79% in Q2 2026, buying an estimated $9.15K and bringing the position to 11,096 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #261.

Thoroughbred Financial Services first reported a position in IWR in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.89M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Thoroughbred Financial Services held 11,096 shares of iShares Russell Mid-Cap ETF worth $1.22M as of Q2 2026.
  • Thoroughbred Financial Services bought 87 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.15K.
  • iShares Russell Mid-Cap ETF made up 0.06% of Thoroughbred Financial Services's portfolio in Q2 2026, its #261 holding.
  • Thoroughbred Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
  • Thoroughbred Financial Services's iShares Russell Mid-Cap ETF position peaked at $2.89M in Q4 2023.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.