Triangle Securities Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Triangle Securities Wealth Management’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	$202K	Buy	+1,833	New	+$193K	0.04%	212
2016 Q2	–	Sell	-9,676	Closed	-$394K	–	125
2016 Q1	$394K	Buy	+9,676	New	+$368K	0.26%	97
2015 Q4	–	Sell	-10,076	Closed	-$392K	–	126
2015 Q3	$392K	Buy	10,076 +976	+11%	+$40.4K	0.3%	94
2015 Q2	$387K	Hold	9,100	–	–	0.27%	96
2015 Q1	$394K	Hold	9,100	–	–	0.27%	98
2014 Q4	$380K	Hold	9,100	–	–	0.27%	91
2014 Q3	$360K	Hold	9,100	–	–	0.28%	89
2014 Q2	$370K	Buy	9,100 +200	+2%	+$7.8K	0.28%	92
2014 Q1	$283K	Buy	8,900 +1,000	+13%	+$37.9K	0.25%	97
2013 Q4	$296K	Sell	7,900 -1,000	-11%	-$36.1K	0.24%	99
2013 Q3	$309K	Hold	8,900	–	–	0.27%	98
2013 Q2	$289K	Buy	+8,900	New	+$289K	0.21%	101

Other funds holding IWR

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return