Turtle Creek Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Turtle Creek Wealth 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 Q2	$5.05M	Sell	45,810 -4,352	-9%	-$458K	0.27%	78
2026 Q1	$4.88M	Sell	50,162 -8,525	-15%	-$852K	0.37%	70
2025 Q4	$5.65M	Buy	58,687 +2,272	+4%	+$218K	0.44%	60
2025 Q3	$5.45M	Sell	56,415 -5,508	-9%	-$522K	0.49%	58
2025 Q2	$5.7M	Sell	61,923 -9,826	-14%	-$849K	0.67%	47
2025 Q1	$6.1M	Buy	71,749 +14,067	+24%	+$1.25M	0.91%	37
2024 Q4	$5.1M	Sell	57,682 -342	-0.6%	-$31K	1.18%	27
2024 Q3	$5.11M	Sell	58,024 -60	-0.1%	-$5.05K	1.03%	34
2024 Q2	$4.71M	Sell	58,084 -779	-1%	-$63.4K	1.09%	32
2024 Q1	$4.95M	Buy	58,863 +3,437	+6%	+$272K	1.21%	22
2023 Q4	$4.31M	Buy	+55,426	New	+$3.94M	1.27%	18

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

Turtle Creek Wealth Advisors's IWR Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.7% in Q2 2026, selling an estimated $458K and leaving 45,810 shares worth $5.05M. The position accounts for 0.27% of the portfolio, ranked #78.

Turtle Creek Wealth Advisors first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.1M in Q1 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Turtle Creek Wealth Advisors held 45,810 shares of iShares Russell Mid-Cap ETF worth $5.05M as of Q2 2026.
Turtle Creek Wealth Advisors sold 4,352 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $458K.
iShares Russell Mid-Cap ETF made up 0.27% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #78 holding.
Turtle Creek Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Turtle Creek Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $6.1M in Q1 2025.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.