Truepoint Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $419K | Hold |
4,313
| – | – | 0.01% | 111 |
|
|
2025
Q4 | $415K | Hold |
4,313
| – | – | 0.01% | 115 |
|
|
2025
Q3 | $416K | Hold |
4,313
| – | – | 0.01% | 107 |
|
|
2025
Q2 | $397K | Hold |
4,313
| – | – | 0.01% | 106 |
|
|
2025
Q1 | $367K | Sell |
4,313
-124
| -3% | -$11.1K | 0.01% | 104 |
|
|
2024
Q4 | $392K | Buy |
4,437
+218
| +5% | +$19.8K | 0.01% | 101 |
|
|
2024
Q3 | $372K | Hold |
4,219
| – | – | 0.01% | 104 |
|
|
2024
Q2 | $342K | Hold |
4,219
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $355K | Hold |
4,219
| – | – | 0.01% | 100 |
|
|
2023
Q4 | $328K | Buy |
4,219
+266
| +7% | +$18.9K | 0.01% | 159 |
|
|
2023
Q3 | $274K | Hold |
3,953
| – | – | 0.01% | 162 |
|
|
2023
Q2 | $289K | Hold |
3,953
| – | – | 0.01% | 124 |
|
|
2023
Q1 | $276K | Hold |
3,953
| – | – | 0.01% | 120 |
|
|
2022
Q4 | $267K | Sell |
3,953
-1,150
| -23% | -$77.5K | 0.01% | 134 |
|
|
2022
Q3 | $317K | Hold |
5,103
| – | – | 0.02% | 118 |
|
|
2022
Q2 | $330K | Hold |
5,103
| – | – | 0.02% | 122 |
|
|
2022
Q1 | $398K | Hold |
5,103
| – | – | 0.02% | 101 |
|
|
2021
Q4 | $424K | Hold |
5,103
| – | – | 0.02% | 96 |
|
|
2021
Q3 | $399K | Hold |
5,103
| – | – | 0.02% | 97 |
|
|
2021
Q2 | $404K | Hold |
5,103
| – | – | 0.02% | 87 |
|
|
2021
Q1 | $377K | Sell |
5,103
-16
| -0.3% | -$1.16K | 0.02% | 86 |
|
|
2020
Q4 | $351K | Buy |
+5,119
| New | +$326K | 0.02% | 86 |
|
|
2020
Q1 | – | Sell |
-7,692
| Closed | -$459K | – | 74 |
|
|
2019
Q4 | $459K | Hold |
7,692
| – | – | 0.03% | 70 |
|
|
2019
Q3 | $430K | Sell |
7,692
-501
| -6% | -$28K | 0.04% | 69 |
|
|
2019
Q2 | $458K | Buy |
8,193
+469
| +6% | +$25.7K | 0.04% | 73 |
|
|
2019
Q1 | $417K | Sell |
7,724
-48
| -0.6% | -$2.49K | 0.04% | 71 |
|
|
2018
Q4 | $361K | Buy |
7,772
+3,200
| +70% | +$161K | 0.03% | 73 |
|
|
2018
Q3 | $252K | Sell |
4,572
-1,200
| -21% | -$65.8K | 0.02% | 93 |
|
|
2018
Q2 | $306K | Buy |
5,772
+4,496
| +352% | +$237K | 0.03% | 80 |
|
|
2018
Q1 | $1.54K | Buy |
+1,276
| New | +$67.2K | 0.01% | 94 |
|
|
2017
Q3 | – | Sell |
-6,352
| Closed | -$307K | – | 107 |
|
|
2017
Q2 | $307K | Buy |
6,352
+200
| +3% | +$9.48K | 0.03% | 79 |
|
|
2017
Q1 | $288K | Hold |
6,152
| – | – | 0.03% | 77 |
|
|
2016
Q4 | $284K | Sell |
6,152
-944
| -13% | -$41.3K | 0.03% | 72 |
|
|
2016
Q3 | $309K | Sell |
7,096
-5,856
| -45% | -$254K | 0.04% | 58 |
|
|
2016
Q2 | $545K | Hold |
12,952
| – | – | 0.07% | 42 |
|
|
2016
Q1 | $528K | Buy |
12,952
+1,920
| +17% | +$73K | 0.07% | 43 |
|
|
2015
Q4 | $442K | Buy |
+11,032
| New | +$450K | 0.06% | 40 |
|
Other funds holding IWR
Truepoint Inc's IWR Position: Q1 2026 in Review
Truepoint Inc held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 4,313 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #111.
Truepoint Inc first reported a position in IWR in Q4 2015 and has held it in 37 quarters since. The position peaked at $545K in Q2 2016. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Truepoint Inc held 4,313 shares of iShares Russell Mid-Cap ETF worth $419K as of Q1 2026.
- Truepoint Inc left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
- iShares Russell Mid-Cap ETF made up 0.01% of Truepoint Inc's portfolio in Q1 2026, its #111 holding.
- Truepoint Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 37 quarters since.
- Truepoint Inc's iShares Russell Mid-Cap ETF position peaked at $545K in Q2 2016.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.