Vann Equity Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$445K Sell
4,037
-1,513
-27% -$159K 0.27% 97
2026
Q1
$540K Buy
+5,550
New +$554K 0.38% 75

Other funds holding IWR

Vann Equity Management's IWR Position: Q2 2026 in Review

Vann Equity Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 27% in Q2 2026, selling an estimated $159K and leaving 4,037 shares worth $445K. The position accounts for 0.27% of the portfolio, ranked #97.

Vann Equity Management first reported a position in IWR in Q1 2026 and has held it in 2 quarters since. The position peaked at $540K in Q1 2026. 1,567 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Vann Equity Management held 4,037 shares of iShares Russell Mid-Cap ETF worth $445K as of Q2 2026.
  • Vann Equity Management sold 1,513 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $159K.
  • iShares Russell Mid-Cap ETF made up 0.27% of Vann Equity Management's portfolio in Q2 2026, its #97 holding.
  • Vann Equity Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • Vann Equity Management's iShares Russell Mid-Cap ETF position peaked at $540K in Q1 2026.
  • 1,567 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.