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

Tortuga 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	$303K	Buy	2,744 +2	+0.1%	+$210	0.23%	105
2026 Q1	$267K	Buy	2,742 +1	+0%	+$100	0.25%	88
2025 Q4	$264K	Buy	+2,741	New	+$264K	0.28%	73

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

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

Tortuga Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.07% in Q2 2026, buying an estimated $210 and bringing the position to 2,744 shares worth $303K. The position accounts for 0.23% of the portfolio, ranked #105.

Tortuga Wealth Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Tortuga Wealth Management held 2,744 shares of iShares Russell Mid-Cap ETF worth $303K as of Q2 2026.
Tortuga Wealth Management bought 2 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $210.
iShares Russell Mid-Cap ETF made up 0.23% of Tortuga Wealth Management's portfolio in Q2 2026, its #105 holding.
Tortuga Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.