Tradition Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Tradition Wealth Management's IWR Position: Q1 2026 in Review
Tradition Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q1 2026, buying an estimated $7.29K and bringing the position to 2,399 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #436.
Tradition Wealth Management first reported a position in IWR in Q4 2021 and has held it in 6 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Tradition Wealth Management held 2,399 shares of iShares Russell Mid-Cap ETF worth $233K as of Q1 2026.
- Tradition Wealth Management bought 73 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $7.29K.
- iShares Russell Mid-Cap ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #436 holding.
- Tradition Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 6 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.