Truvestments Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Truvestments Capital’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	$126K	Hold	1,140	–	–	0.02%	376
2026 Q1	$111K	Hold	1,140	–	–	0.02%	364
2025 Q4	$110K	Hold	1,140	–	–	0.02%	331
2025 Q3	$110K	Hold	1,140	–	–	0.02%	332
2025 Q2	$105K	Sell	1,140 -798	-41%	-$68.9K	0.02%	291
2025 Q1	$165K	Buy	1,938 +711	+58%	+$63.4K	0.04%	252
2024 Q4	$108K	Hold	1,227	–	–	0.03%	276
2024 Q3	$108K	Buy	+1,227	New	+$103K	0.03%	272
2024 Q2	–	Sell	-87	Closed	-$7.32K	–	460
2024 Q1	$7.32K	Buy	+87	New	+$6.89K	﹤0.01%	520
2022 Q4	–	Sell	-67	Closed	-$4K	–	936
2022 Q3	$4K	Hold	67	–	–	﹤0.01%	488
2022 Q2	$4K	Buy	+67	New	+$4.77K	﹤0.01%	500
2022 Q1	–	Sell	-74	Closed	-$6K	–	352
2021 Q4	$6K	Buy	74 +67	+957%	+$5.5K	﹤0.01%	457
2021 Q3	$1K	Buy	+7	New	+$561	﹤0.01%	589

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truvestments Capital's IWR Position: Q2 2026 in Review

Truvestments Capital held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,140 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #376.

Truvestments Capital first reported a position in IWR in Q3 2021 and has held it in 13 quarters since. The position peaked at $165K in Q1 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Truvestments Capital held 1,140 shares of iShares Russell Mid-Cap ETF worth $126K as of Q2 2026.
Truvestments Capital left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Truvestments Capital's portfolio in Q2 2026, its #376 holding.
Truvestments Capital first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 13 quarters since.
Truvestments Capital's iShares Russell Mid-Cap ETF position peaked at $165K in Q1 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.