V2 Financial group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

V2 Financial 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
2026 Q1	$369K	Hold	3,800	–	–	0.17%	68
2025 Q4	$366K	Hold	3,800	–	–	0.18%	68
2025 Q3	$367K	Hold	3,800	–	–	0.2%	60
2025 Q2	$349K	Hold	3,800	–	–	0.21%	57
2025 Q1	$323K	Hold	3,800	–	–	0.21%	56
2024 Q4	$336K	Hold	3,800	–	–	0.2%	61
2024 Q3	$335K	Hold	3,800	–	–	0.22%	53
2024 Q2	$320K	Hold	3,800	–	–	0.21%	52
2024 Q1	$320K	Hold	3,800	–	–	0.22%	47
2023 Q4	$295K	Hold	3,800	–	–	0.21%	48
2023 Q3	$263K	Hold	3,800	–	–	0.2%	50
2023 Q2	$278K	Sell	3,800 -1,000	-21%	-$69.6K	0.2%	48
2023 Q1	$336K	Hold	4,800	–	–	0.24%	44
2022 Q4	$324K	Hold	4,800	–	–	0.26%	45
2022 Q3	$298K	Hold	4,800	–	–	0.26%	44
2022 Q2	$310K	Hold	4,800	–	–	0.25%	44
2022 Q1	$375K	Hold	4,800	–	–	0.29%	45
2021 Q4	$398K	Hold	4,800	–	–	0.31%	50
2021 Q3	$375K	Hold	4,800	–	–	0.32%	43
2021 Q2	$380K	Hold	4,800	–	–	0.32%	43
2021 Q1	$355K	Hold	4,800	–	–	0.32%	43
2020 Q4	$329K	Buy	+4,800	New	+$306K	0.33%	39

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

V2 Financial group's IWR Position: Q1 2026 in Review

V2 Financial group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,800 shares worth $369K. The position accounts for 0.17% of the portfolio, ranked #68.

V2 Financial group first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $398K in Q4 2021. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

V2 Financial group held 3,800 shares of iShares Russell Mid-Cap ETF worth $369K as of Q1 2026.
V2 Financial group left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.17% of V2 Financial group's portfolio in Q1 2026, its #68 holding.
V2 Financial group first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
V2 Financial group's iShares Russell Mid-Cap ETF position peaked at $398K in Q4 2021.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on V2 Financial group's 13F filing for Q1 2026, filed 4 May 2026.