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 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 Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dover Advisors's IWR Position: Q1 2026 in Review

Dover Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q1 2026, selling an estimated $89.5K and leaving 25,951 shares worth $2.52M. The position accounts for 1.04% of the portfolio, ranked #24.

Dover Advisors first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.79M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Dover Advisors held 25,951 shares of iShares Russell Mid-Cap ETF worth $2.52M as of Q1 2026.
Dover Advisors sold 896 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $89.5K.
iShares Russell Mid-Cap ETF made up 1.04% of Dover Advisors's portfolio in Q1 2026, its #24 holding.
Dover Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Dover Advisors's iShares Russell Mid-Cap ETF position peaked at $2.79M in Q3 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.