Oliver Lagore Vanvalin Investment Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$39.8K	Buy	+468	New	+$40.4K	0.02%	274
2024 Q4	$41.4K	Hold	468	–	–	0.01%	276
2024 Q3	$41.3K	Hold	468	–	–	0.01%	267
2024 Q2	$37.9K	Hold	468	–	–	0.01%	266
2024 Q1	$39.4K	Sell	468 -855	-65%	-$67.8K	0.01%	263
2023 Q4	$103K	Sell	1,323 -976	-42%	-$69.3K	0.04%	148
2023 Q3	$159K	Sell	2,299 -2,295	-50%	-$167K	0.06%	134
2023 Q2	$336K	Buy	4,594 +4,222	+1,135%	+$294K	0.12%	110
2023 Q1	$26K	Hold	372	–	–	0.01%	261
2022 Q4	$25.1K	Hold	372	–	–	0.01%	240
2022 Q3	$23K	Hold	372	–	–	0.01%	238
2022 Q2	$24K	Hold	372	–	–	0.01%	237
2022 Q1	$29K	Buy	+372	New	+$28.6K	0.02%	218

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IWR Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2025: 468 shares worth $39.8K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in IWR as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in IWR in Q1 2022 and has held it in 13 quarters since. The position peaked at $336K in Q2 2023. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 468 shares of iShares Russell Mid-Cap ETF worth $39.8K as of Q2 2025.
iShares Russell Mid-Cap ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares Russell Mid-Cap ETF made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #274 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares Russell Mid-Cap ETF position peaked at $336K in Q2 2023.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.