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: Q2 2026 in Review
Tradition Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q2 2026, buying an estimated $105 and bringing the position to 2,400 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #439.
Tradition Wealth Management first reported a position in IWR in Q4 2021 and has held it in 7 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Tradition Wealth Management held 2,400 shares of iShares Russell Mid-Cap ETF worth $265K as of Q2 2026.
- Tradition Wealth Management bought 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
- iShares Russell Mid-Cap ETF made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #439 holding.
- Tradition Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 7 quarters since.
- 1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.