NVWM LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.44M | Sell |
35,431
-4,925
| -12% | -$492K | 0.77% | 32 |
|
|
2025
Q4 | $3.89M | Buy |
40,356
+1,248
| +3% | +$120K | 0.85% | 26 |
|
|
2025
Q3 | $3.78M | Buy |
39,108
+789
| +2% | +$74.8K | 0.85% | 27 |
|
|
2025
Q2 | $3.52M | Sell |
38,319
-4,632
| -11% | -$400K | 0.85% | 27 |
|
|
2025
Q1 | $3.65M | Sell |
42,951
-6,295
| -13% | -$561K | 0.97% | 25 |
|
|
2024
Q4 | $4.35M | Buy |
49,246
+7,348
| +18% | +$667K | 1.1% | 20 |
|
|
2024
Q3 | $3.69M | Buy |
41,898
+1,807
| +5% | +$152K | 0.94% | 26 |
|
|
2024
Q2 | $3.25M | Buy |
40,091
+4,140
| +12% | +$337K | 0.87% | 30 |
|
|
2024
Q1 | $3.02M | Sell |
35,951
-266
| -0.7% | -$21.1K | 0.83% | 31 |
|
|
2023
Q4 | $2.82M | Buy |
36,217
+154
| +0.4% | +$10.9K | 0.84% | 33 |
|
|
2023
Q3 | $2.51M | Buy |
36,063
+2,684
| +8% | +$196K | 0.82% | 35 |
|
|
2023
Q2 | $2.44M | Sell |
33,379
-2,936
| -8% | -$204K | 0.79% | 33 |
|
|
2023
Q1 | $2.54M | Buy |
36,315
+8,108
| +29% | +$572K | 0.85% | 27 |
|
|
2022
Q4 | $1.9M | Sell |
28,207
-4,624
| -14% | -$312K | 0.69% | 39 |
|
|
2022
Q3 | $2.04M | Buy |
32,831
+15,109
| +85% | +$1.04M | 0.81% | 31 |
|
|
2022
Q2 | $1.15M | Buy |
17,722
+1,384
| +8% | +$98.5K | 0.45% | 71 |
|
|
2022
Q1 | $1.27M | Buy |
16,338
+15,595
| +2,099% | +$1.2M | 0.4% | 83 |
|
|
2021
Q4 | $62K | Buy |
743
+359
| +93% | +$29.5K | 0.02% | 250 |
|
|
2021
Q3 | $30K | Sell |
384
-38
| -9% | -$3.04K | 0.01% | 288 |
|
|
2021
Q2 | $33K | Sell |
422
-24
| -5% | -$1.86K | 0.01% | 275 |
|
|
2021
Q1 | $33K | Hold |
446
| – | – | 0.01% | 260 |
|
|
2020
Q4 | $31K | Hold |
446
| – | – | 0.01% | 239 |
|
|
2020
Q3 | $26K | Sell |
446
-500
| -53% | -$28.5K | 0.01% | 226 |
|
|
2020
Q2 | $51K | Sell |
946
-22,022
| -96% | -$1.1M | 0.03% | 177 |
|
|
2020
Q1 | $991K | Sell |
22,968
-20,464
| -47% | -$1.13M | 0.69% | 38 |
|
|
2019
Q4 | $2.59M | Buy |
43,432
+6,862
| +19% | +$394K | 1.55% | 13 |
|
|
2019
Q3 | $2.05M | Sell |
36,570
-1,394
| -4% | -$77.9K | 1.26% | 20 |
|
|
2019
Q2 | $2.12M | Buy |
37,964
+16,994
| +81% | +$932K | 1.28% | 17 |
|
|
2019
Q1 | $1.13M | Sell |
20,970
-2,241
| -10% | -$116K | 0.75% | 39 |
|
|
2018
Q4 | $1.08M | Sell |
23,211
-1,457
| -6% | -$73.5K | 0.81% | 39 |
|
|
2018
Q3 | $1.37M | Sell |
24,668
-15,704
| -39% | -$861K | 0.86% | 33 |
|
|
2018
Q2 | $2.14M | Buy |
40,372
+17,400
| +76% | +$916K | 1.49% | 11 |
|
|
2018
Q1 | $1.16M | Buy |
22,972
+940
| +4% | +$49.5K | 0.84% | 32 |
|
|
2017
Q4 | $1.15M | Buy |
+22,032
| New | +$1.12M | 0.87% | 33 |
|
Other funds holding IWR
NVWM LLC's IWR Position: Q1 2026 in Review
NVWM LLC reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, selling an estimated $492K and leaving 35,431 shares worth $3.44M. The position accounts for 0.77% of the portfolio, ranked #32.
NVWM LLC first reported a position in IWR in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.35M in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- NVWM LLC held 35,431 shares of iShares Russell Mid-Cap ETF worth $3.44M as of Q1 2026.
- NVWM LLC sold 4,925 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $492K.
- iShares Russell Mid-Cap ETF made up 0.77% of NVWM LLC's portfolio in Q1 2026, its #32 holding.
- NVWM LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 34 quarters since.
- NVWM LLC's iShares Russell Mid-Cap ETF position peaked at $4.35M in Q4 2024.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on NVWM LLC's 13F filing for Q1 2026, filed 27 Apr 2026.