Transamerica Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.4K | Sell |
357
-5
| -1% | -$526 | ﹤0.01% | 739 |
|
|
2026
Q1 | $35.2K | Sell |
362
-13
| -3% | -$1.3K | ﹤0.01% | 695 |
|
|
2025
Q4 | $36.1K | Sell |
375
-203
| -35% | -$19.5K | ﹤0.01% | 599 |
|
|
2025
Q3 | $55.7K | Buy |
578
+2
| +0.3% | +$190 | ﹤0.01% | 467 |
|
|
2025
Q2 | $53K | Sell |
576
-73
| -11% | -$6.31K | 0.01% | 306 |
|
|
2025
Q1 | $56K | Sell |
649
-12
| -2% | -$1.07K | 0.01% | 303 |
|
|
2024
Q4 | $59K | Sell |
661
-30
| -4% | -$2.72K | 0.01% | 304 |
|
|
2024
Q3 | $61K | Sell |
691
-1,864
| -73% | -$157K | 0.01% | 311 |
|
|
2024
Q2 | $208K | Hold |
2,555
| – | – | 0.02% | 197 |
|
|
2024
Q1 | $215K | Sell |
2,555
-231,811
| -99% | -$18.4M | 0.02% | 213 |
|
|
2023
Q4 | $18.2M | Sell |
234,366
-18,018
| -7% | -$1.28M | 2.51% | 5 |
|
|
2023
Q3 | $17.5M | Sell |
252,384
-727
| -0.3% | -$53K | 2.37% | 6 |
|
|
2023
Q2 | $18.5M | Buy |
253,111
+11,901
| +5% | +$828K | 2.4% | 6 |
|
|
2023
Q1 | $16.9M | Sell |
241,210
-5,963
| -2% | -$421K | 2.23% | 7 |
|
|
2022
Q4 | $16.7M | Sell |
247,173
-9,249
| -4% | -$624K | 2.37% | 5 |
|
|
2022
Q3 | $15.9M | Buy |
256,422
+12,795
| +5% | +$880K | 2.35% | 5 |
|
|
2022
Q2 | $15.8M | Buy |
243,627
+241,407
| +10,874% | +$17.2M | 2.23% | 7 |
|
|
2022
Q1 | $174K | Sell |
2,220
-478
| -18% | -$36.8K | 6.21% | 3 |
|
|
2021
Q4 | $224K | Sell |
2,698
-25
| -0.9% | -$2.05K | 6.06% | 3 |
|
|
2021
Q3 | $213K | Sell |
2,723
-210
| -7% | -$16.8K | 5.97% | 3 |
|
|
2021
Q2 | $233K | Sell |
2,933
-220
| -7% | -$17.1K | 5.7% | 3 |
|
|
2021
Q1 | $234K | Sell |
3,153
-705
| -18% | -$51K | 5.7% | 3 |
|
|
2020
Q4 | $265K | Sell |
3,858
-1,496
| -28% | -$95.3K | 5.47% | 3 |
|
|
2020
Q3 | $308K | Sell |
5,354
-224,597
| -98% | -$12.8M | 5.59% | 3 |
|
|
2020
Q2 | $12.3M | Buy |
229,951
+223,987
| +3,756% | +$11.2M | 2.7% | 5 |
|
|
2020
Q1 | $258K | Sell |
5,964
-730
| -11% | -$40.2K | 4.6% | 3 |
|
|
2019
Q4 | $400K | Sell |
6,694
-1,178
| -15% | -$67.6K | 5.54% | 3 |
|
|
2019
Q3 | $441K | Sell |
7,872
-177,125
| -96% | -$9.9M | 5.61% | 3 |
|
|
2019
Q2 | $10.3M | Buy |
184,997
+157,749
| +579% | +$8.65M | 2.23% | 7 |
|
|
2019
Q1 | $1.47M | Sell |
27,248
-195,764
| -88% | -$10.1M | 8.67% | 3 |
|
|
2018
Q4 | $10.4M | Sell |
223,012
-4,828
| -2% | -$244K | 2.66% | 5 |
|
|
2018
Q3 | $12.6M | Sell |
227,840
-21,280
| -9% | -$1.17M | 2.67% | 6 |
|
|
2018
Q2 | $13.2M | Buy |
249,120
+3,040
| +1% | +$160K | 2.92% | 5 |
|
|
2018
Q1 | $12.7M | Sell |
246,080
-25,284
| -9% | -$1.33M | 1.88% | 3 |
|
|
2017
Q4 | $14.1M | Sell |
271,364
-92,416
| -25% | -$4.69M | 1.87% | 4 |
|
|
2017
Q3 | $17.9M | Sell |
363,780
-20,816
| -5% | -$1M | 2.22% | 3 |
|
|
2017
Q2 | $18.5M | Sell |
384,596
-43,288
| -10% | -$2.05M | 2.51% | 3 |
|
|
2017
Q1 | $20M | Sell |
427,884
-21,948
| -5% | -$1.02M | 2.4% | 4 |
|
|
2016
Q4 | $20.1M | Sell |
449,832
-60,596
| -12% | -$2.65M | 2.4% | 4 |
|
|
2016
Q3 | $22.2M | Sell |
510,428
-97,660
| -16% | -$4.23M | 2.41% | 4 |
|
|
2016
Q2 | $25.6M | Sell |
608,088
-130,412
| -18% | -$5.38M | 2.58% | 4 |
|
|
2016
Q1 | $30.1M | Sell |
738,500
-97,692
| -12% | -$3.72M | 2.54% | 4 |
|
|
2015
Q4 | $33.5M | Buy |
836,192
+22,596
| +3% | +$921K | 2.46% | 8 |
|
|
2015
Q3 | $31.6M | Buy |
813,596
+44,528
| +6% | +$1.84M | 2.54% | 5 |
|
|
2015
Q2 | $32.7M | Buy |
769,068
+49,268
| +7% | +$2.14M | 2.35% | 7 |
|
|
2015
Q1 | $31.2M | Buy |
719,800
+173,684
| +32% | +$7.38M | 2.17% | 7 |
|
|
2014
Q4 | $22.8M | Buy |
546,116
+27,000
| +5% | +$1.1M | 1.79% | 12 |
|
|
2014
Q3 | $20.6M | Buy |
519,116
+9,548
| +2% | +$385K | 1.86% | 12 |
|
|
2014
Q2 | $20.7M | Buy |
509,568
+32,368
| +7% | +$1.26M | 1.8% | 15 |
|
|
2014
Q1 | $18.5M | Sell |
477,200
-4,264
| -0.9% | -$162K | 1.83% | 14 |
|
|
2013
Q4 | $18.1M | Buy |
481,464
+15,416
| +3% | +$557K | 1.96% | 18 |
|
|
2013
Q3 | $16.2M | Buy |
466,048
+5,904
| +1% | +$202K | 2.1% | 18 |
|
|
2013
Q2 | $14.9M | Buy |
+460,144
| New | +$14.9M | 2.44% | 17 |
|
Other funds holding IWR
Transamerica Financial Advisors's IWR Position: Q2 2026 in Review
Transamerica Financial Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, selling an estimated $526 and leaving 357 shares worth $39.4K. The position accounts for ﹤0.01% of the portfolio, ranked #739.
Transamerica Financial Advisors first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.5M in Q4 2015. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Transamerica Financial Advisors held 357 shares of iShares Russell Mid-Cap ETF worth $39.4K as of Q2 2026.
- Transamerica Financial Advisors sold 5 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $526.
- iShares Russell Mid-Cap ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #739 holding.
- Transamerica Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- Transamerica Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $33.5M in Q4 2015.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.