Hudson Value Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Hudson Value Partners’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	$582K	Hold	5,280	–	–	0.15%	80
2026 Q1	$513K	Hold	5,280	–	–	0.15%	80
2025 Q4	$514K	Buy	+5,280	New	+$508K	0.15%	82

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

FWTB

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

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Hudson Value Partners's IWR Position: Q2 2026 in Review

Hudson Value Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,280 shares worth $582K. The position accounts for 0.15% of the portfolio, ranked #80.

Hudson Value Partners first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Hudson Value Partners held 5,280 shares of iShares Russell Mid-Cap ETF worth $582K as of Q2 2026.
Hudson Value Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.15% of Hudson Value Partners's portfolio in Q2 2026, its #80 holding.
Hudson Value Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.