Truist Financial’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 | $406M | Sell |
4,177,265
-3,081
| -0.1% | -$308K | 0.55% | 40 |
|
|
2025
Q4 | $402M | Sell |
4,180,346
-14,055
| -0.3% | -$1.35M | 0.54% | 38 |
|
|
2025
Q3 | $405M | Buy |
4,194,401
+239,492
| +6% | +$22.7M | 0.55% | 35 |
|
|
2025
Q2 | $364M | Sell |
3,954,909
-120,656
| -3% | -$10.4M | 0.53% | 35 |
|
|
2025
Q1 | $347M | Buy |
4,075,565
+400,801
| +11% | +$35.7M | 0.55% | 34 |
|
|
2024
Q4 | $325M | Buy |
3,674,764
+62,030
| +2% | +$5.63M | 0.51% | 35 |
|
|
2024
Q3 | $318M | Sell |
3,612,734
-62,645
| -2% | -$5.28M | 0.5% | 40 |
|
|
2024
Q2 | $298M | Sell |
3,675,379
-78,124
| -2% | -$6.36M | 0.45% | 46 |
|
|
2024
Q1 | $316M | Sell |
3,753,503
-11,618
| -0.3% | -$921K | 0.48% | 42 |
|
|
2023
Q4 | $293M | Sell |
3,765,121
-51,083
| -1% | -$3.63M | 0.47% | 47 |
|
|
2023
Q3 | $264M | Buy |
3,816,204
+142,729
| +4% | +$10.4M | 0.44% | 47 |
|
|
2023
Q2 | $268M | Buy |
3,673,475
+176,654
| +5% | +$12.3M | 0.45% | 47 |
|
|
2023
Q1 | $244M | Sell |
3,496,821
-32,471
| -0.9% | -$2.29M | 0.42% | 52 |
|
|
2022
Q4 | $238M | Sell |
3,529,292
-16,505
| -0.5% | -$1.11M | 0.42% | 55 |
|
|
2022
Q3 | $220M | Sell |
3,545,797
-83,760
| -2% | -$5.76M | 0.42% | 55 |
|
|
2022
Q2 | $235M | Sell |
3,629,557
-371,434
| -9% | -$26.4M | 0.43% | 53 |
|
|
2022
Q1 | $312M | Sell |
4,000,991
-195,833
| -5% | -$15.1M | 0.49% | 40 |
|
|
2021
Q4 | $348M | Sell |
4,196,824
-3,654
| -0.1% | -$300K | 0.53% | 39 |
|
|
2021
Q3 | $329M | Buy |
4,200,478
+30,283
| +0.7% | +$2.43M | 0.54% | 39 |
|
|
2021
Q2 | $330M | Sell |
4,170,195
-52,008
| -1% | -$4.03M | 0.54% | 34 |
|
|
2021
Q1 | $312M | Sell |
4,222,203
-109,455
| -3% | -$7.91M | 0.54% | 39 |
|
|
2020
Q4 | $297M | Sell |
4,331,658
-83,981
| -2% | -$5.35M | 0.57% | 33 |
|
|
2020
Q3 | $253M | Sell |
4,415,639
-94,334
| -2% | -$5.37M | 0.55% | 33 |
|
|
2020
Q2 | $242M | Sell |
4,509,973
-12,234
| -0.3% | -$613K | 0.54% | 36 |
|
|
2020
Q1 | $195M | Sell |
4,522,207
-208,178
| -4% | -$11.5M | 0.51% | 40 |
|
|
2019
Q4 | $282M | Buy |
4,730,385
+2,529,224
| +115% | +$145M | 0.57% | 28 |
|
|
2019
Q3 | $123M | Buy |
2,201,161
+12,683
| +0.6% | +$709K | 2.11% | 7 |
|
|
2019
Q2 | $122M | Buy |
2,188,478
+36,519
| +2% | +$2M | 2.12% | 6 |
|
|
2019
Q1 | $116M | Buy |
2,151,959
+111,881
| +5% | +$5.8M | 2.07% | 5 |
|
|
2018
Q4 | $94.8M | Buy |
2,040,078
+91,790
| +5% | +$4.63M | 1.94% | 5 |
|
|
2018
Q3 | $107M | Buy |
1,948,288
+167,884
| +9% | +$9.2M | 1.93% | 5 |
|
|
2018
Q2 | $94.4M | Buy |
1,780,404
+45,792
| +3% | +$2.41M | 1.8% | 5 |
|
|
2018
Q1 | $89.5M | Buy |
1,734,612
+75,032
| +5% | +$3.95M | 1.71% | 5 |
|
|
2017
Q4 | $86.4M | Buy |
1,659,580
+56,412
| +4% | +$2.86M | 1.61% | 6 |
|
|
2017
Q3 | $79M | Buy |
1,603,168
+70,216
| +5% | +$3.39M | 1.53% | 6 |
|
|
2017
Q2 | $73.6M | Buy |
1,532,952
+17,516
| +1% | +$830K | 1.46% | 8 |
|
|
2017
Q1 | $70.9M | Buy |
1,515,436
+14,348
| +1% | +$665K | 1.43% | 8 |
|
|
2016
Q4 | $67.1M | Buy |
1,501,088
+29,804
| +2% | +$1.3M | 1.37% | 9 |
|
|
2016
Q3 | $64.1M | Buy |
1,471,284
+8,028
| +0.5% | +$348K | 1.32% | 9 |
|
|
2016
Q2 | $61.5M | Sell |
1,463,256
-88,920
| -6% | -$3.67M | 1.29% | 8 |
|
|
2016
Q1 | $63.2M | Buy |
1,552,176
+181,796
| +13% | +$6.92M | 1.64% | 5 |
|
|
2015
Q4 | $54.9M | Buy |
1,370,380
+255,144
| +23% | +$10.4M | 1.42% | 8 |
|
|
2015
Q3 | $43.4M | Buy |
1,115,236
+250,068
| +29% | +$10.4M | 1.13% | 9 |
|
|
2015
Q2 | $36.8M | Buy |
865,168
+153,336
| +22% | +$6.67M | 1% | 11 |
|
|
2015
Q1 | $30.8M | Buy |
711,832
+60,840
| +9% | +$2.59M | 0.88% | 17 |
|
|
2014
Q4 | $27.2M | Buy |
650,992
+80,944
| +14% | +$3.29M | 0.8% | 22 |
|
|
2014
Q3 | $22.6M | Buy |
570,048
+50,896
| +10% | +$2.05M | 0.68% | 33 |
|
|
2014
Q2 | $21.1M | Buy |
519,152
+21,316
| +4% | +$831K | 0.63% | 38 |
|
|
2014
Q1 | $19.3M | Buy |
497,836
+7,284
| +1% | +$276K | 0.61% | 42 |
|
|
2013
Q4 | $18.4M | Buy |
490,552
+776
| +0.2% | +$28K | 0.59% | 40 |
|
|
2013
Q3 | $17M | Sell |
489,776
-5,224
| -1% | -$178K | 0.6% | 41 |
|
|
2013
Q2 | $16.1M | Buy |
+495,000
| New | +$16M | 0.6% | 42 |
|
Other funds holding IWR
Truist Financial's IWR Position: Q1 2026 in Review
Truist Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.07% in Q1 2026, selling an estimated $308K and leaving 4,177,265 shares worth $406M. The position accounts for 0.55% of the portfolio, ranked #40.
Truist Financial first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Truist Financial held 4,177,265 shares of iShares Russell Mid-Cap ETF worth $406M as of Q1 2026.
- Truist Financial sold 3,081 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $308K.
- iShares Russell Mid-Cap ETF made up 0.55% of Truist Financial's portfolio in Q1 2026, its #40 holding.
- Truist Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.