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

Triad Wealth 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 Q3	$258K	Sell	2,421 -5,719	-70%	-$633K	0.01%	467
2026 Q2	$904K	Buy	8,140 +1,512	+23%	+$159K	0.05%	219
2026 Q1	$644K	Sell	6,628 -1,311	-17%	-$131K	0.05%	231
2025 Q4	$764K	Buy	7,939 +1,114	+16%	+$107K	0.07%	187
2025 Q3	$659K	Buy	6,825 +123	+2%	+$11.7K	0.09%	165
2025 Q2	$616K	Buy	+6,702	New	+$579K	0.12%	127

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Triad Wealth Partners's IWR Position: Q3 2026 in Review

Triad Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 70% in Q3 2026, selling an estimated $633K and leaving 2,421 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #467.

Triad Wealth Partners first reported a position in IWR in Q2 2025 and has held it in 6 quarters since. The position peaked at $904K in Q2 2026. 1,393 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Triad Wealth Partners held 2,421 shares of iShares Russell Mid-Cap ETF worth $258K as of Q3 2026.
Triad Wealth Partners sold 5,719 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $633K.
iShares Russell Mid-Cap ETF made up 0.01% of Triad Wealth Partners's portfolio in Q3 2026, its #467 holding.
Triad Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Triad Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $904K in Q2 2026.
1,393 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.