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Traveka Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Traveka Wealth’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 		$235K Sell
2,133
-1
-0% -$105 0.08% 165
2026
Q1 		$207K Sell
2,134
-5,344
-71% -$534K 0.08% 174
2025
Q4 		$720K Buy
7,478
+1,963
+36% +$189K 0.29% 67
2025
Q3 		$532K Buy
+5,515
New +$523K 0.24% 70

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Traveka Wealth's IWR Position: Q2 2026 in Review

Traveka Wealth reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.05% in Q2 2026, selling an estimated $105 and leaving 2,133 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #165.

Traveka Wealth first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. The position peaked at $720K in Q4 2025. 860 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Traveka Wealth held 2,133 shares of iShares Russell Mid-Cap ETF worth $235K as of Q2 2026.
  • Traveka Wealth sold 1 iShares Russell Mid-Cap ETF share in Q2 2026, an estimated $105.
  • iShares Russell Mid-Cap ETF made up 0.08% of Traveka Wealth's portfolio in Q2 2026, its #165 holding.
  • Traveka Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Traveka Wealth's iShares Russell Mid-Cap ETF position peaked at $720K in Q4 2025.
  • 860 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.