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Trust Point Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Trust Point Inc’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 		$10M Buy
90,979
+184
+0.2% +$19.4K 0.85% 18
2026
Q1 		$8.83M Sell
90,795
-1,969
-2% -$197K 0.77% 20
2025
Q4 		$8.93M Sell
92,764
-1,555
-2% -$150K 0.71% 20
2025
Q3 		$9.11M Sell
94,319
-2,037
-2% -$193K 0.74% 18
2025
Q2 		$8.86M Sell
96,356
-9,453
-9% -$817K 0.84% 15
2025
Q1 		$9M Sell
105,809
-362
-0.3% -$32.3K 0.82% 16
2024
Q4 		$9.39M Buy
106,171
+6,497
+7% +$590K 0.65% 22
2024
Q3 		$8.79M Sell
99,674
-1,663
-2% -$140K 0.66% 15
2024
Q2 		$8.22M Sell
101,337
-2,793
-3% -$227K 0.66% 18
2024
Q1 		$8.76M Sell
104,130
-1,154
-1% -$91.4K 0.69% 17
2023
Q4 		$8.18M Buy
+105,284
New +$7.48M 0.68% 15

Other funds holding IWR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Trust Point Inc's IWR Position: Q2 2026 in Review

Trust Point Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.2% in Q2 2026, buying an estimated $19.4K and bringing the position to 90,979 shares worth $10M. The position accounts for 0.85% of the portfolio, ranked #18.

Trust Point Inc first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 352 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Trust Point Inc held 90,979 shares of iShares Russell Mid-Cap ETF worth $10M as of Q2 2026.
  • Trust Point Inc bought 184 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $19.4K.
  • iShares Russell Mid-Cap ETF made up 0.85% of Trust Point Inc's portfolio in Q2 2026, its #18 holding.
  • Trust Point Inc first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 352 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.