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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
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
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

Triad Wealth Partners's IWR Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 23% in Q2 2026, buying an estimated $159K and bringing the position to 8,140 shares worth $904K. The position accounts for 0.05% of the portfolio, ranked #219.

Triad Wealth Partners first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Triad Wealth Partners held 8,140 shares of iShares Russell Mid-Cap ETF worth $904K as of Q2 2026.
  • Triad Wealth Partners bought 1,512 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $159K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Triad Wealth Partners's portfolio in Q2 2026, its #219 holding.
  • Triad Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.