Tortuga Wealth Management
IWR icon

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
Q3 		$293K Hold
2,744
– – 0.21% 104
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
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Tortuga Wealth Management's IWR Position: Q3 2026 in Review

Tortuga Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,744 shares worth $293K. The position accounts for 0.21% of the portfolio, ranked #104.

Tortuga Wealth Management first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $303K in Q2 2026. 1,331 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Tortuga Wealth Management held 2,744 shares of iShares Russell Mid-Cap ETF worth $293K as of Q3 2026.
  • Tortuga Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.21% of Tortuga Wealth Management's portfolio in Q3 2026, its #104 holding.
  • Tortuga Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Tortuga Wealth Management's iShares Russell Mid-Cap ETF position peaked at $303K in Q2 2026.
  • 1,331 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.