Tranquility Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tranquility Partners’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	$804K	Buy	8,266 +1,033	+14%	+$103K	0.3%	84
2025 Q4	$696K	Buy	7,233 +51	+0.7%	+$4.9K	0.25%	95
2025 Q3	$693K	Buy	7,182 +60	+0.8%	+$5.69K	0.23%	106
2025 Q2	$655K	Buy	7,122 +61	+0.9%	+$5.27K	0.23%	111
2025 Q1	$601K	Buy	7,061 +829	+13%	+$73.9K	0.23%	111
2024 Q4	$564K	Sell	6,232 -392	-6%	-$35.6K	0.21%	112
2024 Q3	$584K	Buy	6,624 +132	+2%	+$11.1K	0.21%	113
2024 Q2	$526K	Buy	6,492 +415	+7%	+$33.8K	0.2%	121
2024 Q1	$511K	Buy	6,077 +300	+5%	+$23.8K	0.2%	127
2023 Q4	$449K	Sell	5,777 -60	-1%	-$4.26K	0.19%	123
2023 Q3	$404K	Buy	5,837 +1,004	+21%	+$73.2K	0.17%	134
2023 Q2	$353K	Buy	4,833 +627	+15%	+$43.6K	0.15%	148
2023 Q1	$294K	Buy	4,206 +607	+17%	+$42.9K	0.14%	155
2022 Q4	$243K	Sell	3,599 -410	-10%	-$27.6K	0.12%	174
2022 Q3	$249K	Sell	4,009 -395	-9%	-$27.2K	0.14%	157
2022 Q2	$285K	Sell	4,404 -1,406	-24%	-$100K	0.15%	154
2022 Q1	$453K	Buy	5,810 +1,125	+24%	+$86.6K	0.21%	122
2021 Q4	$389K	Buy	4,685 +1,063	+29%	+$87.3K	0.18%	132
2021 Q3	$283K	Buy	3,622 +250	+7%	+$20K	0.14%	166
2021 Q2	$267K	Buy	3,372 +665	+25%	+$51.6K	0.15%	162
2021 Q1	$200K	Buy	+2,707	New	+$196K	0.12%	182

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

Tranquility Partners's IWR Position: Q1 2026 in Review

Tranquility Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q1 2026, buying an estimated $103K and bringing the position to 8,266 shares worth $804K. The position accounts for 0.3% of the portfolio, ranked #84.

Tranquility Partners first reported a position in IWR in Q1 2021 and has held it in 21 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Tranquility Partners held 8,266 shares of iShares Russell Mid-Cap ETF worth $804K as of Q1 2026.
Tranquility Partners bought 1,033 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $103K.
iShares Russell Mid-Cap ETF made up 0.3% of Tranquility Partners's portfolio in Q1 2026, its #84 holding.
Tranquility Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 21 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Tranquility Partners's 13F filing for Q1 2026, filed 20 Apr 2026.