Valley National Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Valley National Advisers’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	$428K	Hold	3,876	–	–	0.05%	192
2026 Q1	$376K	Hold	3,876	–	–	0.05%	193
2025 Q4	$373K	Buy	3,876 +2,056	+113%	+$198K	0.05%	194
2025 Q3	$175K	Sell	1,820 -2,068	-53%	-$196K	0.03%	248
2025 Q2	$357K	Hold	3,888	–	–	0.06%	191
2025 Q1	$330K	Hold	3,888	–	–	0.06%	195
2024 Q4	$343K	Hold	3,888	–	–	0.06%	189
2024 Q3	$342K	Hold	3,888	–	–	0.06%	197
2024 Q2	$315K	Sell	3,888 -396	-9%	-$32.2K	0.05%	204
2024 Q1	$360K	Sell	4,284 -199	-4%	-$15.8K	0.05%	193
2023 Q4	$348K	Hold	4,483	–	–	0.06%	190
2023 Q3	$310K	Hold	4,483	–	–	0.05%	208
2023 Q2	$328K	Hold	4,483	–	–	0.06%	207
2023 Q1	$313K	Sell	4,483 -767	-15%	-$54.2K	0.06%	209
2022 Q4	$371K	Buy	5,250 +4	+0.1%	+$270	0.07%	197
2022 Q3	$340K	Buy	5,246 +4	+0.1%	+$275	0.07%	196
2022 Q2	$350K	Buy	5,242 +3	+0.1%	+$214	0.07%	184
2022 Q1	$409K	Buy	5,239 +2	+0%	+$154	0.08%	179
2021 Q4	$435K	Buy	5,237 +5	+0.1%	+$410	0.08%	170
2021 Q3	$409K	Hold	5,232	–	–	0.07%	171
2021 Q2	$415K	Sell	5,232 -36	-0.7%	-$2.79K	0.08%	168
2021 Q1	$389K	Hold	5,268	–	–	0.08%	166
2020 Q4	$361K	Buy	5,268 +3	+0.1%	+$191	0.08%	160
2020 Q3	$302K	Sell	5,265 -262	-5%	-$14.9K	0.07%	157
2020 Q2	$296K	Buy	5,527 +7	+0.1%	+$351	0.07%	158
2020 Q1	$238K	Hold	5,520	–	–	0.07%	163
2019 Q4	$329K	Hold	5,520	–	–	0.08%	156
2019 Q3	$309K	Hold	5,520	–	–	0.08%	150
2019 Q2	$308K	Hold	5,520	–	–	0.08%	142
2019 Q1	$298K	Hold	5,520	–	–	0.09%	148
2018 Q4	$257K	Hold	5,520	–	–	0.08%	146
2018 Q3	$304K	Hold	5,520	–	–	0.11%	142
2018 Q2	$293K	Hold	5,520	–	–	0.11%	145
2018 Q1	$285K	Hold	5,520	–	–	0.11%	140
2017 Q4	$287K	Hold	5,520	–	–	0.1%	138
2017 Q3	$272K	Hold	5,520	–	–	0.09%	132
2017 Q2	$265K	Sell	5,520 -40	-0.7%	-$1.9K	0.1%	126
2017 Q1	$260K	Buy	5,560 +80	+1%	+$3.71K	0.1%	124
2016 Q4	$245K	Hold	5,480	–	–	0.11%	128
2016 Q3	$239K	Sell	5,480 -7,100	-56%	-$308K	0.12%	122
2016 Q2	$529K	Hold	12,580	–	–	0.28%	92
2016 Q1	$512K	Sell	12,580 -1,828	-13%	-$69.5K	0.27%	91
2015 Q4	$577K	Sell	14,408 -496	-3%	-$20.2K	0.34%	78
2015 Q3	$580K	Buy	14,904 +4	+0%	+$166	0.35%	79
2015 Q2	$634K	Hold	14,900	–	–	0.36%	79
2015 Q1	$645K	Buy	14,900 +4,980	+50%	+$212K	0.38%	75
2014 Q4	$372K	Buy	+9,920	New	+$403K	0.28%	77

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

Valley National Advisers's IWR Position: Q2 2026 in Review

Valley National Advisers held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,876 shares worth $428K. The position accounts for 0.05% of the portfolio, ranked #192.

Valley National Advisers first reported a position in IWR in Q4 2014 and has held it in 47 quarters since. The position peaked at $645K in Q1 2015. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Valley National Advisers held 3,876 shares of iShares Russell Mid-Cap ETF worth $428K as of Q2 2026.
Valley National Advisers left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Valley National Advisers's portfolio in Q2 2026, its #192 holding.
Valley National Advisers first reported a position in iShares Russell Mid-Cap ETF in Q4 2014 and has held it in 47 quarters since.
Valley National Advisers's iShares Russell Mid-Cap ETF position peaked at $645K in Q1 2015.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.