Triumph Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Triumph Capital 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	$4.84M	Sell	43,905 -16,097	-27%	-$1.69M	0.88%	26
2026 Q1	$5.83M	Buy	60,002 +358	+0.6%	+$35.8K	1.19%	20
2025 Q4	$5.74M	Buy	59,644 +1,311	+2%	+$126K	1.24%	17
2025 Q3	$5.63M	Sell	58,333 -3,175	-5%	-$301K	1.51%	15
2025 Q2	$5.66M	Buy	61,508 +1,671	+3%	+$144K	1.7%	12
2025 Q1	$5.09M	Buy	59,837 +717	+1%	+$63.9K	1.7%	11
2024 Q4	$5.23M	Sell	59,120 -416	-0.7%	-$37.8K	1.79%	10
2024 Q3	$5.25M	Buy	59,536 +320	+0.5%	+$27K	1.87%	10
2024 Q2	$4.8M	Buy	59,216 +1,937	+3%	+$158K	1.88%	11
2024 Q1	$4.79M	Sell	57,279 -9,045	-14%	-$717K	1.95%	10
2023 Q4	$5.16M	Buy	66,324 +6,377	+11%	+$453K	2.19%	10
2023 Q3	$4.17M	Buy	59,947 +1,272	+2%	+$92.8K	1.89%	9
2023 Q2	$4.29M	Sell	58,675 -5,340	-8%	-$371K	1.94%	8
2023 Q1	$4.48M	Buy	+64,015	New	+$4.52M	2.29%	9

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

Triumph Capital Management's IWR Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 27% in Q2 2026, selling an estimated $1.69M and leaving 43,905 shares worth $4.84M. The position accounts for 0.88% of the portfolio, ranked #26.

Triumph Capital Management first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.83M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Triumph Capital Management held 43,905 shares of iShares Russell Mid-Cap ETF worth $4.84M as of Q2 2026.
Triumph Capital Management sold 16,097 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.69M.
iShares Russell Mid-Cap ETF made up 0.88% of Triumph Capital Management's portfolio in Q2 2026, its #26 holding.
Triumph Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Triumph Capital Management's iShares Russell Mid-Cap ETF position peaked at $5.83M in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.