Univest Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Univest Financial’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	$713K	Sell	7,332 -2,881	-28%	-$288K	0.04%	171
2025 Q4	$983K	Buy	10,213 +815	+9%	+$78.4K	0.05%	155
2025 Q3	$907K	Sell	9,398 -112	-1%	-$10.6K	0.05%	158
2025 Q2	$875K	Sell	9,510 -804	-8%	-$69.5K	0.05%	155
2025 Q1	$877K	Sell	10,314 -5,232	-34%	-$467K	0.06%	163
2024 Q4	$1.37M	Sell	15,546 -3,330	-18%	-$302K	0.09%	137
2024 Q3	$1.66M	Buy	+18,876	New	+$1.59M	0.11%	122

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Univest Financial's IWR Position: Q1 2026 in Review

Univest Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 28% in Q1 2026, selling an estimated $288K and leaving 7,332 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #171.

Univest Financial first reported a position in IWR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.66M in Q3 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Univest Financial held 7,332 shares of iShares Russell Mid-Cap ETF worth $713K as of Q1 2026.
Univest Financial sold 2,881 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $288K.
iShares Russell Mid-Cap ETF made up 0.04% of Univest Financial's portfolio in Q1 2026, its #171 holding.
Univest Financial first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Univest Financial's iShares Russell Mid-Cap ETF position peaked at $1.66M in Q3 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.