TLFA
IWR icon

True Link Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

True Link Financial Advisors’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 		– Sell
-322
Closed -$31.3K – 248
2026
Q1 		$31.3K Buy
+322
New +$32.2K ﹤0.01% 257
2025
Q1 		– Sell
-5,731
Closed -$507K – 104
2024
Q4 		$507K Sell
5,731
-222
-4% -$20.1K 0.04% 38
2024
Q3 		$525K Hold
5,953
– – 0.04% 36
2024
Q2 		$483K Sell
5,953
-365
-6% -$29.7K 0.04% 38
2024
Q1 		$531K Sell
6,318
-261
-4% -$20.7K 0.05% 41
2023
Q4 		$511K Buy
6,579
+122
+2% +$8.67K 0.06% 40
2023
Q3 		$447K Sell
6,457
-470
-7% -$34.3K 0.05% 76
2023
Q2 		$506K Sell
6,927
-198
-3% -$13.8K 0.06% 77
2023
Q1 		$498K Hold
7,125
– – 0.06% 79
2022
Q4 		$481K Sell
7,125
-180
-2% -$12.1K 0.07% 76
2022
Q3 		$454K Sell
7,305
-47
-0.6% -$3.23K 0.07% 88
2022
Q2 		$475K Sell
7,352
-19,200
-72% -$1.37M 0.07% 85
2022
Q1 		$2.07M Buy
26,552
+2,204
+9% +$170K 0.3% 31
2021
Q4 		$2.02M Buy
24,348
+3,467
+17% +$285K 0.27% 42
2021
Q3 		$1.63M Buy
20,881
+14,576
+231% +$1.17M 0.22% 49
2021
Q2 		$500K Sell
6,305
-2,011
-24% -$156K 0.07% 79
2021
Q1 		$615K Hold
8,316
– – 0.09% 91
2020
Q4 		$570K Buy
+8,316
New +$530K 0.09% 89

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

True Link Financial Advisors's IWR Position: Q2 2026 in Review

True Link Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 322 shares — an estimated $31.3K sold.

True Link Financial Advisors first reported a position in IWR in Q4 2020 and held it in 18 quarters. The position peaked at $2.07M in Q1 2022. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • True Link Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 322 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $31.3K.
  • True Link Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and held it in 18 quarters.
  • True Link Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $2.07M in Q1 2022.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.