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Navalign LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Navalign LLC’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 		– Sell
-1,968
Closed -$189K – 300
2025
Q4 		$189K Buy
+1,968
New +$189K 0.05% 122

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Navalign LLC's IWR Position: Q1 2026 in Review

Navalign LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2026, closing a stake of 1,968 shares — an estimated $189K sold.

Navalign LLC first reported a position in IWR in Q4 2025 and held it in 1 quarter. The position peaked at $189K in Q4 2025. 1,518 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Navalign LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 1,968 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $189K.
  • Navalign LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's iShares Russell Mid-Cap ETF position peaked at $189K in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.