JVL Associates’s iShares Russell Mid-Cap ETF IWR Stock Holding History

JVL Associates’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 Q3	$286K	Hold	2,676	–	–	0.08%	62
2026 Q2	$295K	Hold	2,676	–	–	0.08%	60
2026 Q1	$260K	Hold	2,676	–	–	0.09%	56
2025 Q4	$258K	Hold	2,676	–	–	0.08%	53
2025 Q3	$258K	Hold	2,676	–	–	0.09%	56
2025 Q2	$246K	Hold	2,676	–	–	0.09%	57
2025 Q1	$228K	Hold	2,676	–	–	0.09%	56
2024 Q4	$237K	Hold	2,676	–	–	0.09%	51
2024 Q3	$236K	Hold	2,676	–	–	0.09%	53
2024 Q2	$217K	Hold	2,676	–	–	0.09%	50
2024 Q1	$225K	Hold	2,676	–	–	0.09%	49
2023 Q4	$208K	Buy	+2,676	New	+$190K	0.09%	42

Other funds holding IWR

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

JVL Associates's IWR Position: Q3 2026 in Review

JVL Associates held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 2,676 shares worth $286K. The position accounts for 0.08% of the portfolio, ranked #62.

JVL Associates first reported a position in IWR in Q4 2023 and has held it in 12 quarters since. The position peaked at $295K in Q2 2026. 1,099 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

JVL Associates held 2,676 shares of iShares Russell Mid-Cap ETF worth $286K as of Q3 2026.
JVL Associates left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.08% of JVL Associates's portfolio in Q3 2026, its #62 holding.
JVL Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
JVL Associates's iShares Russell Mid-Cap ETF position peaked at $295K in Q2 2026.
1,099 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on JVL Associates's 13F filing for Q3 2026, filed 9 Oct 2026.