Vectors Research Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vectors Research 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	$257K	Sell	2,326 -103	-4%	-$10.8K	0.07%	129
2026 Q1	$236K	Sell	2,429 -78	-3%	-$7.79K	0.07%	129
2025 Q4	$241K	Hold	2,507	–	–	0.07%	113
2025 Q3	$242K	Hold	2,507	–	–	0.08%	119
2025 Q2	$231K	Hold	2,507	–	–	0.08%	106
2025 Q1	$213K	Buy	+2,507	New	+$224K	0.07%	111
2023 Q3	–	Sell	-3,400	Closed	-$248K	–	131
2023 Q2	$248K	Hold	3,400	–	–	0.07%	128
2023 Q1	$238K	Hold	3,400	–	–	0.06%	126
2022 Q4	$229K	Sell	3,400 -269	-7%	-$18.1K	0.06%	127
2022 Q3	$228K	Sell	3,669 -911	-20%	-$62.7K	0.06%	127
2022 Q2	$296K	Sell	4,580 -1,410	-24%	-$100K	0.08%	128
2022 Q1	$467K	Sell	5,990 -2,940	-33%	-$226K	0.1%	116
2021 Q4	$741K	Hold	8,930	–	–	0.16%	104
2021 Q3	$699K	Sell	8,930 -246	-3%	-$19.7K	0.16%	101
2021 Q2	$727K	Sell	9,176 -1,984	-18%	-$154K	0.19%	97
2021 Q1	$825K	Sell	11,160 -1,516	-12%	-$110K	0.23%	89
2020 Q4	$869K	Hold	12,676	–	–	0.27%	77
2020 Q3	$727K	Hold	12,676	–	–	0.27%	78
2020 Q2	$679K	Sell	12,676 -292	-2%	-$14.6K	0.27%	73
2020 Q1	$560K	Sell	12,968 -432	-3%	-$23.8K	0.27%	65
2019 Q4	$799K	Hold	13,400	–	–	0.32%	63
2019 Q3	$750K	Buy	13,400 +140	+1%	+$7.83K	0.37%	53
2019 Q2	$741K	Hold	13,260	–	–	0.4%	51
2019 Q1	$715K	Hold	13,260	–	–	0.41%	49
2018 Q4	$616K	Hold	13,260	–	–	0.29%	71
2018 Q3	$704K	Buy	+13,260	New	+$727K	0.43%	54

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

Vectors Research Management's IWR Position: Q2 2026 in Review

Vectors Research Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.2% in Q2 2026, selling an estimated $10.8K and leaving 2,326 shares worth $257K. The position accounts for 0.07% of the portfolio, ranked #129.

Vectors Research Management first reported a position in IWR in Q3 2018 and has held it in 26 quarters since. The position peaked at $869K in Q4 2020. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Vectors Research Management held 2,326 shares of iShares Russell Mid-Cap ETF worth $257K as of Q2 2026.
Vectors Research Management sold 103 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.8K.
iShares Russell Mid-Cap ETF made up 0.07% of Vectors Research Management's portfolio in Q2 2026, its #129 holding.
Vectors Research Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2018 and has held it in 26 quarters since.
Vectors Research Management's iShares Russell Mid-Cap ETF position peaked at $869K in Q4 2020.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vectors Research Management's 13F filing for Q2 2026, filed 29 Jul 2026.