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

Dorato Capital Management’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	$47.2K	Hold	429	–	–	0.03%	182
2026 Q1	$43.4K	Hold	429	–	–	0.03%	182
2025 Q4	$43.1K	Buy	+429	New	+$41.2K	0.03%	181

Other funds holding IWR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

Dorato Capital Management's IWR Position: Q2 2026 in Review

Dorato Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 429 shares worth $47.2K. The position accounts for 0.03% of the portfolio, ranked #182.

Dorato Capital Management first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 1,015 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Dorato Capital Management held 429 shares of iShares Russell Mid-Cap ETF worth $47.2K as of Q2 2026.
Dorato Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of Dorato Capital Management's portfolio in Q2 2026, its #182 holding.
Dorato Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,015 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Dorato Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.