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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Triangle Securities Wealth Management's IWR Position: Q2 2026 in Review

Triangle Securities Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 1,833 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings. This is a return to the name: Triangle Securities Wealth Management previously reported a position in IWR as recently as Q1 2016.

Triangle Securities Wealth Management first reported a position in IWR in Q2 2013 and has held it in 12 quarters since. The position peaked at $394K in Q1 2016. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Triangle Securities Wealth Management held 1,833 shares of iShares Russell Mid-Cap ETF worth $202K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Triangle Securities Wealth Management position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #212 holding.
Triangle Securities Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 12 quarters since.
Triangle Securities Wealth Management's iShares Russell Mid-Cap ETF position peaked at $394K in Q1 2016.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.