Vawter Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vawter Financial’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	$277K	Buy	2,507 +15	+0.6%	+$1.58K	0.1%	102
2026 Q1	$242K	Hold	2,492	–	–	0.1%	109
2025 Q4	$240K	Hold	2,492	–	–	0.1%	105
2025 Q3	$241K	Buy	+2,492	New	+$236K	0.11%	100
2025 Q2	–	Sell	-2,492	Closed	-$212K	–	61
2025 Q1	$212K	Hold	2,492	–	–	0.12%	98
2024 Q4	$220K	Hold	2,492	–	–	0.13%	87
2024 Q3	$220K	Hold	2,492	–	–	0.13%	87
2024 Q2	$202K	Hold	2,492	–	–	0.14%	88
2024 Q1	$210K	Buy	+2,492	New	+$197K	0.15%	82

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

Vawter Financial's IWR Position: Q2 2026 in Review

Vawter Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.6% in Q2 2026, buying an estimated $1.58K and bringing the position to 2,507 shares worth $277K. The position accounts for 0.1% of the portfolio, ranked #102.

Vawter Financial first reported a position in IWR in Q1 2024 and has held it in 9 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Vawter Financial held 2,507 shares of iShares Russell Mid-Cap ETF worth $277K as of Q2 2026.
Vawter Financial bought 15 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.58K.
iShares Russell Mid-Cap ETF made up 0.1% of Vawter Financial's portfolio in Q2 2026, its #102 holding.
Vawter Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.