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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
Q2 		$929K Buy
8,425
+159
+2% +$16.7K 0.32% 79
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tranquility Partners's IWR Position: Q2 2026 in Review

Tranquility Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q2 2026, buying an estimated $16.7K and bringing the position to 8,425 shares worth $929K. The position accounts for 0.32% of the portfolio, ranked #79.

Tranquility Partners first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Tranquility Partners held 8,425 shares of iShares Russell Mid-Cap ETF worth $929K as of Q2 2026.
  • Tranquility Partners bought 159 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $16.7K.
  • iShares Russell Mid-Cap ETF made up 0.32% of Tranquility Partners's portfolio in Q2 2026, its #79 holding.
  • Tranquility Partners first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.