TAFW
IWR icon

Tred Avon Family Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Tred Avon Family 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
Q1 		$421K Hold
4,335
– – 0.14% 188
2025
Q4 		$417K Hold
4,335
– – 0.14% 172
2025
Q3 		$419K Buy
+4,335
New +$411K 0.14% 170

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tred Avon Family Wealth's IWR Position: Q1 2026 in Review

Tred Avon Family Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,335 shares worth $421K. The position accounts for 0.14% of the portfolio, ranked #188.

Tred Avon Family Wealth first reported a position in IWR in Q3 2025 and has held it in 3 quarters since. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Tred Avon Family Wealth held 4,335 shares of iShares Russell Mid-Cap ETF worth $421K as of Q1 2026.
  • Tred Avon Family Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.14% of Tred Avon Family Wealth's portfolio in Q1 2026, its #188 holding.
  • Tred Avon Family Wealth first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.