Valley Forge Investment Consultants’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Valley Forge Investment Consultants’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	$602K	Hold	6,191	–	–	0.18%	42
2025 Q4	$596K	Hold	6,191	–	–	0.17%	42
2025 Q3	$598K	Hold	6,191	–	–	0.17%	44
2025 Q2	$569K	Hold	6,191	–	–	0.18%	48
2025 Q1	$527K	Hold	6,191	–	–	0.19%	46
2024 Q4	$547K	Hold	6,191	–	–	0.19%	46
2024 Q3	$546K	Hold	6,191	–	–	0.19%	46
2024 Q2	$502K	Hold	6,191	–	–	0.19%	45
2024 Q1	$521K	Sell	6,191 -2,107	-25%	-$167K	0.2%	39
2023 Q4	$645K	Buy	8,298 +76	+0.9%	+$5.4K	0.29%	35
2023 Q3	$569K	Hold	8,222	–	–	0.26%	39
2023 Q2	$600K	Buy	8,222 +21	+0.3%	+$1.46K	0.3%	34
2023 Q1	$573K	Buy	8,201 +31	+0.4%	+$2.19K	0.3%	33
2022 Q4	$551K	Buy	8,170 +81	+1%	+$5.46K	0.29%	33
2022 Q3	$503K	Hold	8,089	–	–	0.28%	41
2022 Q2	$523K	Buy	8,089 +26	+0.3%	+$1.85K	0.26%	40
2022 Q1	$629K	Buy	8,063 +22	+0.3%	+$1.69K	0.26%	41
2021 Q4	$668K	Buy	8,041 +53	+0.7%	+$4.35K	0.3%	38
2021 Q3	$625K	Buy	7,988 +779	+11%	+$62.4K	0.34%	38
2021 Q2	$571K	Buy	7,209 +551	+8%	+$42.7K	0.31%	40
2021 Q1	$492K	Buy	6,658 +2,394	+56%	+$173K	0.34%	40
2020 Q4	$292K	Buy	+4,264	New	+$272K	0.25%	47

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

Valley Forge Investment Consultants's IWR Position: Q1 2026 in Review

Valley Forge Investment Consultants held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 6,191 shares worth $602K. The position accounts for 0.18% of the portfolio, ranked #42.

Valley Forge Investment Consultants first reported a position in IWR in Q4 2020 and has held it in 22 quarters since. The position peaked at $668K in Q4 2021. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Valley Forge Investment Consultants held 6,191 shares of iShares Russell Mid-Cap ETF worth $602K as of Q1 2026.
Valley Forge Investment Consultants left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.18% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #42 holding.
Valley Forge Investment Consultants first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 22 quarters since.
Valley Forge Investment Consultants's iShares Russell Mid-Cap ETF position peaked at $668K in Q4 2021.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.