CVA Family Office’s iShares Russell Mid-Cap ETF IWR Stock Holding History

CVA Family Office’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	$170K	Hold	1,539	–	–	0.02%	364
2026 Q1	$150K	Hold	1,539	–	–	0.02%	376
2025 Q4	$148K	Hold	1,539	–	–	0.02%	341
2025 Q3	$149K	Hold	1,539	–	–	0.02%	346
2025 Q2	$142K	Hold	1,539	–	–	0.02%	347
2025 Q1	$131K	Hold	1,539	–	–	0.02%	348
2024 Q4	$136K	Hold	1,539	–	–	0.02%	336
2024 Q3	$136K	Hold	1,539	–	–	0.02%	320
2024 Q2	$125K	Hold	1,539	–	–	0.02%	323
2024 Q1	$129K	Buy	1,539 +2	+0.1%	+$158	0.02%	315
2023 Q4	$119K	Buy	+1,537	New	+$109K	0.02%	310
2023 Q3	–	Sell	-1,533	Closed	-$112K	–	596
2023 Q2	$112K	Buy	1,533 +1	+0.1%	+$70	0.02%	293
2023 Q1	$107K	Buy	1,532 +2	+0.1%	+$141	0.02%	297
2022 Q4	$103K	Buy	1,530 +5	+0.3%	+$337	0.03%	285
2022 Q3	$95K	Buy	1,525 +125	+9%	+$8.6K	0.03%	251
2022 Q2	$91K	Buy	1,400 +2	+0.1%	+$142	0.02%	260
2022 Q1	$109K	Buy	1,398 +1	+0.1%	+$77	0.03%	245
2021 Q4	$116K	Buy	1,397 +7	+0.5%	+$575	0.03%	226
2021 Q3	$80K	Sell	1,390 -4	-0.3%	-$320	0.06%	135
2021 Q2	$110K	Buy	1,394 +2	+0.1%	+$155	0.03%	225
2021 Q1	$103K	Hold	1,392	–	–	0.04%	173
2020 Q4	$95K	Buy	1,392 +2	+0.1%	+$127	0.06%	137
2020 Q3	$80K	Buy	1,390 +2	+0.1%	+$114	0.06%	135
2020 Q2	$74K	Buy	1,388 +4	+0.3%	+$200	0.06%	132
2020 Q1	$60K	Buy	+1,384	New	+$76.2K	0.06%	131

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

CVA Family Office's IWR Position: Q2 2026 in Review

CVA Family Office held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,539 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #364.

CVA Family Office first reported a position in IWR in Q1 2020 and has held it in 25 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

CVA Family Office held 1,539 shares of iShares Russell Mid-Cap ETF worth $170K as of Q2 2026.
CVA Family Office left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #364 holding.
CVA Family Office first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 25 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.