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

Dover 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 		$2.58M Buy
26,847
+896
+3% +$94.2K 1.06% 22
2026
Q1 		$2.52M Sell
25,951
-896
-3% -$89.5K 1.04% 24
2025
Q4 		$2.58M Sell
26,847
-2,014
-7% -$194K 1% 24
2025
Q3 		$2.79M Buy
28,861
+327
+1% +$31K 1.11% 21
2025
Q2 		$2.62M Buy
28,534
+473
+2% +$40.9K 1.16% 19
2025
Q1 		$2.39M Buy
28,061
+886
+3% +$79K 1.04% 28
2024
Q4 		$2.4M Buy
27,175
+1,055
+4% +$95.8K 1.38% 17
2024
Q3 		$2.3M Buy
26,120
+1,428
+6% +$120K 1.31% 17
2024
Q2 		$2M Buy
24,692
+8,299
+51% +$675K 1.24% 21
2024
Q1 		$1.38M Buy
16,393
+12,767
+352% +$1.01M 0.94% 32
2023
Q4 		$282K Sell
3,626
-2,575
-42% -$183K 0.37% 71
2023
Q3 		$431K Buy
6,201
+101
+2% +$7.37K 0.44% 68
2023
Q2 		$445K Sell
6,100
-951
-13% -$66.2K 0.4% 71
2023
Q1 		$493K Buy
7,051
+2,128
+43% +$150K 0.47% 62
2022
Q4 		$332K Buy
+4,923
New +$332K 0.36% 76

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Dover Advisors's IWR Position: Q2 2026 in Review

Dover Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q2 2026, buying an estimated $94.2K and bringing the position to 26,847 shares worth $2.58M. The position accounts for 1.06% of the portfolio, ranked #22.

Dover Advisors first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.79M in Q3 2025. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Dover Advisors held 26,847 shares of iShares Russell Mid-Cap ETF worth $2.58M as of Q2 2026.
  • Dover Advisors bought 896 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $94.2K.
  • iShares Russell Mid-Cap ETF made up 1.06% of Dover Advisors's portfolio in Q2 2026, its #22 holding.
  • Dover Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Dover Advisors's iShares Russell Mid-Cap ETF position peaked at $2.79M in Q3 2025.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.