Torrey Growth & Income Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Torrey Growth & Income 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 Q2	$580K	Sell	5,258 -200	-4%	-$21K	0.2%	64
2026 Q1	$524K	Buy	5,458 +6	+0.1%	+$599	0.22%	59
2025 Q4	$525K	Buy	5,452 +1	+0%	+$96	0.18%	60
2025 Q3	$526K	Buy	+5,451	New	+$517K	0.15%	68

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

Torrey Growth & Income Advisors's IWR Position: Q2 2026 in Review

Torrey Growth & Income Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q2 2026, selling an estimated $21K and leaving 5,258 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #64.

Torrey Growth & Income Advisors first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. 1,586 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Torrey Growth & Income Advisors held 5,258 shares of iShares Russell Mid-Cap ETF worth $580K as of Q2 2026.
Torrey Growth & Income Advisors sold 200 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $21K.
iShares Russell Mid-Cap ETF made up 0.2% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #64 holding.
Torrey Growth & Income Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,586 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.