Tolleson Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tolleson Wealth 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 Q2	$6.62M	Sell	60,023 -7,135	-11%	-$750K	0.89%	14
2026 Q1	$6.53M	Sell	67,158 -1,212	-2%	-$121K	0.95%	14
2025 Q4	$6.58M	Sell	68,370 -1,315	-2%	-$126K	0.95%	15
2025 Q3	$6.73M	Sell	69,685 -761	-1%	-$72.1K	1.04%	14
2025 Q2	$6.48M	Sell	70,446 -33	-0%	-$2.85K	1.11%	13
2025 Q1	$6M	Sell	70,479 -2,877	-4%	-$257K	1.16%	14
2024 Q4	$6.49M	Sell	73,356 -293	-0.4%	-$26.6K	1.33%	11
2024 Q3	$6.49M	Sell	73,649 -97	-0.1%	-$8.17K	1.24%	11
2024 Q2	$5.98M	Sell	73,746 -404	-0.5%	-$32.9K	1.18%	12
2024 Q1	$6.24M	Sell	74,150 -874	-1%	-$69.3K	1.22%	11
2023 Q4	$5.83M	Sell	75,024 -1,935	-3%	-$137K	1.2%	11
2023 Q3	$5.35M	Sell	76,959 -1,969	-2%	-$144K	1.29%	12
2023 Q2	$5.76M	Sell	78,928 -1,362	-2%	-$94.7K	1.39%	11
2023 Q1	$5.61M	Sell	80,290 -694	-0.9%	-$49K	1.45%	12
2022 Q4	$5.46M	Hold	80,984	–	–	1.48%	16
2022 Q3	$5.03M	Sell	80,984 -1,005	-1%	-$69.1K	1.52%	15
2022 Q2	$5.3M	Hold	81,989	–	–	1.5%	15
2022 Q1	$6.4M	Sell	81,989 -2,387	-3%	-$184K	1.9%	11
2021 Q4	$7M	Sell	84,376 -12,030	-12%	-$987K	1.89%	11
2021 Q3	$7.54M	Sell	96,406 -1,656	-2%	-$133K	2.13%	11
2021 Q2	$7.77M	Hold	98,062	–	–	2.09%	12
2021 Q1	$7.25M	Sell	98,062 -171	-0.2%	-$12.4K	2.19%	11
2020 Q4	$6.73M	Buy	98,233 +171	+0.2%	+$10.9K	2.23%	10
2020 Q3	$5.63M	Buy	98,062 +21,621	+28%	+$1.23M	2.27%	10
2020 Q2	$4.1M	Buy	76,441 +883	+1%	+$44.3K	1.79%	11
2020 Q1	$3.26M	Hold	75,558	–	–	1.43%	13
2019 Q4	$4.5M	Hold	75,558	–	–	2.18%	9
2019 Q3	$4.23M	Buy	+75,558	New	+$4.22M	2.3%	9

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

Tolleson Wealth Management's IWR Position: Q2 2026 in Review

Tolleson Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 11% in Q2 2026, selling an estimated $750K and leaving 60,023 shares worth $6.62M. The position accounts for 0.89% of the portfolio, ranked #14.

Tolleson Wealth Management first reported a position in IWR in Q3 2019 and has held it in 28 quarters since. The position peaked at $7.77M in Q2 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Tolleson Wealth Management held 60,023 shares of iShares Russell Mid-Cap ETF worth $6.62M as of Q2 2026.
Tolleson Wealth Management sold 7,135 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $750K.
iShares Russell Mid-Cap ETF made up 0.89% of Tolleson Wealth Management's portfolio in Q2 2026, its #14 holding.
Tolleson Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2019 and has held it in 28 quarters since.
Tolleson Wealth Management's iShares Russell Mid-Cap ETF position peaked at $7.77M in Q2 2021.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.