London Company of Virginia’s iShares Russell Mid-Cap ETF IWR Stock Holding History

London Company of Virginia’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	$697K	Buy	6,315 +6,299	+39,369%	+$663K	﹤0.01%	144
2026 Q1	$1.51K	Sell	16 -6,479	-100%	-$647K	﹤0.01%	167
2025 Q4	$625K	Buy	6,495 +6,476	+34,084%	+$623K	﹤0.01%	153
2025 Q3	$1.88K	Buy	19 +13	+217%	+$1.23K	﹤0.01%	173
2025 Q2	$596	Buy	6 +4	+200%	+$346	﹤0.01%	174
2025 Q1	$148	Sell	2 -10,029	-100%	-$894K	﹤0.01%	175
2024 Q4	$887K	Buy	+10,031	New	+$910K	﹤0.01%	146
2024 Q3	–	Sell	-83	Closed	-$6.79K	–	171
2024 Q2	$6.79K	Buy	+83	New	+$6.76K	﹤0.01%	169
2024 Q1	–	Sell	-4,606	Closed	-$358K	–	168
2023 Q4	$358K	Buy	4,606 +4,602	+115,050%	+$327K	﹤0.01%	153
2023 Q3	$281	Sell	4 -4,496	-100%	-$328K	﹤0.01%	168
2023 Q2	$329K	Buy	+4,500	New	+$313K	﹤0.01%	152
2023 Q1	–	Sell	-8,526	Closed	-$575K	–	167
2022 Q4	$575K	Sell	8,526 -6,695	-44%	-$451K	﹤0.01%	139
2022 Q3	$946K	Buy	15,221 +6,251	+70%	+$430K	0.01%	131
2022 Q2	$580K	Buy	8,970 +4,408	+97%	+$314K	﹤0.01%	145
2022 Q1	$356K	Sell	4,562 -53,022	-92%	-$4.08M	﹤0.01%	155
2021 Q4	$4.78M	Buy	+57,584	New	+$4.73M	0.02%	116
2021 Q1	–	Sell	-15,820	Closed	-$1.08M	–	154
2020 Q4	$1.08M	Buy	+15,820	New	+$1.01M	0.01%	119
2020 Q2	–	Sell	-4	Closed	–	–	154
2020 Q1	$0	Sell	4 -4,084	-100%	-$225K	﹤0.01%	164
2019 Q4	$244K	Buy	+4,088	New	+$235K	﹤0.01%	145

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

London Company of Virginia's IWR Position: Q2 2026 in Review

London Company of Virginia increased its iShares Russell Mid-Cap ETF (IWR) stake by 39,369% in Q2 2026, buying an estimated $663K and bringing the position to 6,315 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

London Company of Virginia first reported a position in IWR in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.78M in Q4 2021. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

London Company of Virginia held 6,315 shares of iShares Russell Mid-Cap ETF worth $697K as of Q2 2026.
London Company of Virginia bought 6,299 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $663K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of London Company of Virginia's portfolio in Q2 2026, its #144 holding.
London Company of Virginia first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 19 quarters since.
London Company of Virginia's iShares Russell Mid-Cap ETF position peaked at $4.78M in Q4 2021.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on London Company of Virginia's 13F filing for Q2 2026, filed 14 Aug 2026.