TPG Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TPG Financial 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	$1.25M	Sell	11,353 -246	-2%	-$25.9K	0.37%	30
2026 Q1	$1.13M	Buy	11,599 +140	+1%	+$14K	0.37%	32
2025 Q4	$1.1M	Buy	11,459 +98	+0.9%	+$9.42K	0.37%	34
2025 Q3	$1.1M	Hold	11,361	–	–	0.41%	33
2025 Q2	$1.04M	Buy	11,361 +4,551	+67%	+$393K	0.42%	35
2025 Q1	$579K	Buy	6,810 +47	+0.7%	+$4.19K	0.26%	39
2024 Q4	$598K	Hold	6,763	–	–	0.26%	43
2024 Q3	$596K	Hold	6,763	–	–	0.27%	41
2024 Q2	$548K	Buy	+6,763	New	+$550K	0.26%	42
2023 Q4	$521K	Buy	6,763 +217	+3%	+$15.4K	0.27%	42
2023 Q3	$453K	Buy	6,546 +1,874	+40%	+$137K	0.23%	40
2023 Q2	$341K	Hold	4,672	–	–	0.18%	42
2023 Q1	$327K	Hold	4,672	–	–	0.18%	40
2022 Q4	$315K	Buy	4,672 +666	+17%	+$44.9K	0.19%	38
2022 Q3	$249K	Hold	4,006	–	–	0.15%	39
2022 Q2	$259K	Hold	4,006	–	–	0.17%	34
2022 Q1	$313K	Hold	4,006	–	–	0.19%	35
2021 Q4	$333K	Hold	4,006	–	–	0.2%	33
2021 Q3	$313K	Hold	4,006	–	–	0.21%	32
2021 Q2	$317K	Hold	4,006	–	–	0.22%	31
2021 Q1	$296K	Hold	4,006	–	–	0.21%	33
2020 Q4	$275K	Hold	4,006	–	–	0.2%	34
2020 Q3	$230K	Sell	4,006 -710	-15%	-$40.4K	0.2%	36
2020 Q2	$253K	Hold	4,716	–	–	0.23%	34
2020 Q1	$204K	Sell	4,716 -364	-7%	-$20K	0.2%	43
2019 Q4	$303K	Buy	5,080 +364	+8%	+$20.9K	0.25%	43
2019 Q3	$264K	Hold	4,716	–	–	0.24%	40
2019 Q2	$268K	Buy	4,716 +956	+25%	+$52.4K	0.25%	36
2019 Q1	$205K	Buy	+3,760	New	+$195K	0.2%	37

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

TPG Financial Advisors's IWR Position: Q2 2026 in Review

TPG Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.1% in Q2 2026, selling an estimated $25.9K and leaving 11,353 shares worth $1.25M. The position accounts for 0.37% of the portfolio, ranked #30.

TPG Financial Advisors first reported a position in IWR in Q1 2019 and has held it in 29 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

TPG Financial Advisors held 11,353 shares of iShares Russell Mid-Cap ETF worth $1.25M as of Q2 2026.
TPG Financial Advisors sold 246 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $25.9K.
iShares Russell Mid-Cap ETF made up 0.37% of TPG Financial Advisors's portfolio in Q2 2026, its #30 holding.
TPG Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.