Trivium Point Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Trivium Point Advisory's IWR Position: Q2 2026 in Review
Trivium Point Advisory increased its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q2 2026, buying an estimated $372K and bringing the position to 28,043 shares worth $3.09M. The position accounts for 0.28% of the portfolio, ranked #89.
Trivium Point Advisory first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Trivium Point Advisory held 28,043 shares of iShares Russell Mid-Cap ETF worth $3.09M as of Q2 2026.
- Trivium Point Advisory bought 3,536 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $372K.
- iShares Russell Mid-Cap ETF made up 0.28% of Trivium Point Advisory's portfolio in Q2 2026, its #89 holding.
- Trivium Point Advisory first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.