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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

JVL Associates's IWR Position: Q2 2026 in Review

JVL Associates held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,676 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #60.

JVL Associates first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 964 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • JVL Associates held 2,676 shares of iShares Russell Mid-Cap ETF worth $295K as of Q2 2026.
  • JVL Associates left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.08% of JVL Associates's portfolio in Q2 2026, its #60 holding.
  • JVL Associates first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 964 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on JVL Associates's 13F filing for Q2 2026, filed 6 Jul 2026.