Vanguard Personalized Indexing Management
IWR icon

Vanguard Personalized Indexing Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vanguard Personalized Indexing Management’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 		– Sell
-4,419
Closed -$430K – 2296
2026
Q1 		$430K Sell
4,419
-6,271
-59% -$626K ﹤0.01% 1397
2025
Q4 		$1.03M Buy
10,690
+1,669
+19% +$160K 0.01% 902
2025
Q3 		$871K Buy
9,021
+283
+3% +$26.8K 0.01% 974
2025
Q2 		$804K Sell
8,738
-4,255
-33% -$368K 0.01% 977
2025
Q1 		$1.11M Hold
12,993
– – 0.02% 734
2024
Q4 		$1.15M Sell
12,993
-2,159
-14% -$196K 0.02% 712
2024
Q3 		$1.34M Buy
15,152
+67
+0.4% +$5.64K 0.02% 631
2024
Q2 		$1.22M Buy
15,085
+2,374
+19% +$193K 0.02% 591
2024
Q1 		$1.07M Sell
12,711
-1,679
-12% -$133K 0.02% 627
2023
Q4 		$1.12M Buy
14,390
+779
+6% +$55.3K 0.03% 587
2023
Q3 		$943K Sell
13,611
-138
-1% -$10.1K 0.03% 586
2023
Q2 		$1M Sell
13,749
-57
-0.4% -$3.96K 0.03% 568
2023
Q1 		$965K Sell
13,806
-547
-4% -$38.6K 0.03% 554
2022
Q4 		$968K Buy
14,353
+606
+4% +$40.9K 0.04% 519
2022
Q3 		$854K Hold
13,747
– – 0.04% 542
2022
Q2 		$889K Hold
13,747
– – 0.04% 521
2022
Q1 		$1.07M Hold
13,747
– – 0.05% 414
2021
Q4 		$1.14M Hold
13,747
– – 0.07% 326
2021
Q3 		$1.07M Hold
13,747
– – 0.1% 208
2021
Q2 		$1.09M Buy
13,747
+7,600
+124% +$590K 0.11% 178
2021
Q1 		$454K Buy
+6,147
New +$444K 0.07% 346

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vanguard Personalized Indexing Management's IWR Position: Q2 2026 in Review

Vanguard Personalized Indexing Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 4,419 shares — an estimated $430K sold.

Vanguard Personalized Indexing Management first reported a position in IWR in Q1 2021 and held it in 21 quarters. The position peaked at $1.34M in Q3 2024. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Vanguard Personalized Indexing Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 4,419 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $430K.
  • Vanguard Personalized Indexing Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and held it in 21 quarters.
  • Vanguard Personalized Indexing Management's iShares Russell Mid-Cap ETF position peaked at $1.34M in Q3 2024.
  • 1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.