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 Q3	–	Sell	-1,833	Closed	-$202K	–	215
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

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Triangle Securities Wealth Management's IWR Position: Q3 2026 in Review

Triangle Securities Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2026, closing a stake of 1,833 shares — an estimated $202K sold.

Triangle Securities Wealth Management first reported a position in IWR in Q2 2013 and held it in 12 quarters. The position peaked at $394K in Q1 2016. 590 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Triangle Securities Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
Triangle Securities Wealth Management sold 1,833 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $202K.
Triangle Securities Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and held it in 12 quarters.
Triangle Securities Wealth Management's iShares Russell Mid-Cap ETF position peaked at $394K in Q1 2016.
590 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.