Trail Ridge Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Trail Ridge Investment 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 Q1	$257K	Hold	2,643	–	–	0.11%	91
2025 Q4	$254K	Hold	2,643	–	–	0.11%	96
2025 Q3	$255K	Hold	2,643	–	–	0.11%	93
2025 Q2	$248K	Sell	2,643 -112	-4%	-$9.68K	0.12%	94
2025 Q1	$234K	Sell	2,755 -1,083	-28%	-$96.6K	0.12%	94
2024 Q4	$339K	Buy	3,838 +165	+4%	+$15K	0.16%	87
2024 Q3	$325K	Buy	3,673 +112	+3%	+$9.44K	0.15%	89
2024 Q2	$289K	Buy	3,561 +129	+4%	+$10.5K	0.15%	92
2024 Q1	$289K	Hold	3,432	–	–	0.16%	89
2023 Q4	$267K	Hold	3,432	–	–	0.16%	94
2023 Q3	$238K	Sell	3,432 -950	-22%	-$69.3K	0.16%	96
2023 Q2	$320K	Sell	4,382 -210	-5%	-$14.6K	0.2%	93
2023 Q1	$321K	Hold	4,592	–	–	0.21%	94
2022 Q4	$310K	Hold	4,592	–	–	0.21%	97
2022 Q3	$324K	Sell	4,592 -115	-2%	-$7.91K	0.21%	105
2022 Q2	$304K	Sell	4,707 -3,195	-40%	-$227K	0.21%	121
2022 Q1	$617K	Sell	7,902 -100	-1%	-$7.7K	0.38%	75
2021 Q4	$664K	Buy	+8,002	New	+$657K	0.4%	69

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trail Ridge Investment Advisors's IWR Position: Q1 2026 in Review

Trail Ridge Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,643 shares worth $257K. The position accounts for 0.11% of the portfolio, ranked #91.

Trail Ridge Investment Advisors first reported a position in IWR in Q4 2021 and has held it in 18 quarters since. The position peaked at $664K in Q4 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Trail Ridge Investment Advisors held 2,643 shares of iShares Russell Mid-Cap ETF worth $257K as of Q1 2026.
Trail Ridge Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.11% of Trail Ridge Investment Advisors's portfolio in Q1 2026, its #91 holding.
Trail Ridge Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2021 and has held it in 18 quarters since.
Trail Ridge Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $664K in Q4 2021.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Trail Ridge Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.