Vaughan David Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vaughan David Investments’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	$356K	Buy	3,230 +36	+1%	+$3.79K	0.01%	198
2026 Q1	$311K	Hold	3,194	–	–	0.01%	197
2025 Q4	$307K	Hold	3,194	–	–	0.01%	199
2025 Q3	$308K	Hold	3,194	–	–	0.01%	196
2025 Q2	$294K	Hold	3,194	–	–	0.01%	196
2025 Q1	$272K	Hold	3,194	–	–	0.01%	188
2024 Q4	$282K	Hold	3,194	–	–	0.01%	186
2024 Q3	$282K	Hold	3,194	–	–	0.01%	189
2024 Q2	$259K	Hold	3,194	–	–	0.01%	188
2024 Q1	$269K	Hold	3,194	–	–	0.01%	192
2023 Q4	$248K	Hold	3,194	–	–	0.01%	187
2023 Q3	$221K	Hold	3,194	–	–	0.01%	188
2023 Q2	$233K	Buy	+3,194	New	+$222K	0.01%	185
2022 Q1	–	Sell	-2,500	Closed	-$208K	–	199
2021 Q4	$208K	Buy	+2,500	New	+$205K	0.01%	198
2020 Q4	–	Sell	-5,500	Closed	-$316K	–	190
2020 Q3	$316K	Hold	5,500	–	–	0.01%	151
2020 Q2	$295K	Hold	5,500	–	–	0.01%	153
2020 Q1	$237K	Hold	5,500	–	–	0.01%	161
2019 Q4	$328K	Hold	5,500	–	–	0.01%	163
2019 Q3	$308K	Hold	5,500	–	–	0.01%	165
2019 Q2	$307K	Hold	5,500	–	–	0.01%	165
2019 Q1	$297K	Hold	5,500	–	–	0.01%	164
2018 Q4	$256K	Sell	5,500 -500	-8%	-$25.2K	0.01%	163
2018 Q3	$331K	Hold	6,000	–	–	0.01%	150
2018 Q2	$318K	Hold	6,000	–	–	0.01%	151
2018 Q1	$310K	Hold	6,000	–	–	0.01%	159
2017 Q4	$312K	Hold	6,000	–	–	0.01%	155
2017 Q3	$296K	Hold	6,000	–	–	0.01%	145
2017 Q2	$288K	Hold	6,000	–	–	0.01%	146
2017 Q1	$281K	Sell	6,000 -984	-14%	-$45.6K	0.01%	145
2016 Q4	$312K	Hold	6,984	–	–	0.02%	135
2016 Q3	$304K	Buy	+6,984	New	+$303K	0.02%	134

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

Vaughan David Investments's IWR Position: Q2 2026 in Review

Vaughan David Investments increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, buying an estimated $3.79K and bringing the position to 3,230 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #198.

Vaughan David Investments first reported a position in IWR in Q3 2016 and has held it in 31 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Vaughan David Investments held 3,230 shares of iShares Russell Mid-Cap ETF worth $356K as of Q2 2026.
Vaughan David Investments bought 36 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.79K.
iShares Russell Mid-Cap ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #198 holding.
Vaughan David Investments first reported a position in iShares Russell Mid-Cap ETF in Q3 2016 and has held it in 31 quarters since.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.