Performa Ltd (US)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Performa Ltd (US)’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	$124M	Buy	1,124,020 +925,119	+465%	+$97.3M	20.01%	2
2026 Q1	$19.3M	Buy	198,901 +198,900	+19,890,000%	+$19.9M	4.38%	7
2025 Q4	$96	Hold	1	–	–	﹤0.01%	51
2025 Q3	$97	Hold	1	–	–	﹤0.01%	53
2025 Q2	$92	Hold	1	–	–	﹤0.01%	53
2025 Q1	$85	Hold	1	–	–	﹤0.01%	53
2024 Q4	$88	Hold	1	–	–	﹤0.01%	52
2024 Q3	$88	Hold	1	–	–	﹤0.01%	53
2024 Q2	$81	Hold	1	–	–	﹤0.01%	55
2024 Q1	$84	Hold	1	–	–	﹤0.01%	58
2023 Q4	$78	Hold	1	–	–	﹤0.01%	51
2023 Q3	$69	Buy	+1	New	+$73	﹤0.01%	77
2020 Q1	–	Sell	-11,322	Closed	-$675K	–	10
2019 Q4	$675K	Buy	+11,322	New	+$650K	0.66%	5

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

Performa Ltd (US)'s IWR Position: Q2 2026 in Review

Performa Ltd (US) increased its iShares Russell Mid-Cap ETF (IWR) stake by 465% in Q2 2026, buying an estimated $97.3M and bringing the position to 1,124,020 shares worth $124M. The position accounts for 20.01% of the portfolio, ranked #2.

Performa Ltd (US) first reported a position in IWR in Q4 2019 and has held it in 13 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Performa Ltd (US) held 1,124,020 shares of iShares Russell Mid-Cap ETF worth $124M as of Q2 2026.
Performa Ltd (US) bought 925,119 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $97.3M.
iShares Russell Mid-Cap ETF made up 20.01% of Performa Ltd (US)'s portfolio in Q2 2026, its #2 holding.
Performa Ltd (US) first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 13 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Performa Ltd (US)'s 13F filing for Q2 2026, filed 3 Aug 2026.