TruWealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

TruWealth 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 Q1	$214K	Sell	2,196 -254	-10%	-$25.4K	0.01%	173
2025 Q4	$236K	Sell	2,450 -232	-9%	-$22.3K	0.01%	165
2025 Q3	$259K	Buy	2,682 +18	+0.7%	+$1.71K	0.01%	158
2025 Q2	$245K	Hold	2,664	–	–	0.01%	158
2025 Q1	$227K	Sell	2,664 -241	-8%	-$21.5K	0.01%	151
2024 Q4	$257K	Hold	2,905	–	–	0.02%	136
2024 Q3	$256K	Hold	2,905	–	–	0.02%	142
2024 Q2	$236K	Hold	2,905	–	–	0.02%	150
2024 Q1	$244K	Sell	2,905 -107	-4%	-$8.48K	0.02%	147
2023 Q4	$234K	Hold	3,012	–	–	0.02%	138
2023 Q3	$209K	Hold	3,012	–	–	0.02%	143
2023 Q2	$220K	Hold	3,012	–	–	0.02%	141
2023 Q1	$211K	Hold	3,012	–	–	0.02%	143
2022 Q4	$203K	Buy	+3,012	New	+$203K	0.02%	134
2022 Q2	–	Sell	-3,012	Closed	-$235K	–	141
2022 Q1	$235K	Hold	3,012	–	–	0.02%	111
2021 Q4	$250K	Hold	3,012	–	–	0.03%	106
2021 Q3	$236K	Hold	3,012	–	–	0.03%	106
2021 Q2	$239K	Hold	3,012	–	–	0.03%	103
2021 Q1	$223K	Hold	3,012	–	–	0.03%	103
2020 Q4	$206K	Buy	+3,012	New	+$192K	0.03%	106

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

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

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

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

TruWealth Advisors's IWR Position: Q1 2026 in Review

TruWealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q1 2026, selling an estimated $25.4K and leaving 2,196 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #173.

TruWealth Advisors first reported a position in IWR in Q4 2020 and has held it in 20 quarters since. The position peaked at $259K in Q3 2025. 1,520 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

TruWealth Advisors held 2,196 shares of iShares Russell Mid-Cap ETF worth $214K as of Q1 2026.
TruWealth Advisors sold 254 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $25.4K.
iShares Russell Mid-Cap ETF made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #173 holding.
TruWealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 20 quarters since.
TruWealth Advisors's iShares Russell Mid-Cap ETF position peaked at $259K in Q3 2025.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.