VF
IWR icon

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vawter Financial's IWR Position: Q1 2026 in Review

Vawter Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,492 shares worth $242K. The position accounts for 0.1% of the portfolio, ranked #109.

Vawter Financial first reported a position in IWR in Q1 2024 and has held it in 8 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Vawter Financial held 2,492 shares of iShares Russell Mid-Cap ETF worth $242K as of Q1 2026.
  • Vawter Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.1% of Vawter Financial's portfolio in Q1 2026, its #109 holding.
  • Vawter Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Vawter Financial's 13F filing for Q1 2026, filed 15 May 2026.