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Veracity Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Veracity Capital’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 		$515K Buy
4,665
+2
+0% +$210 0.14% 133
2026
Q1 		$453K Sell
4,663
-1,938
-29% -$194K 0.16% 133
2025
Q4 		$635K Buy
6,601
+66
+1% +$6.35K 0.19% 107
2025
Q3 		$631K Sell
6,535
-3
-0% -$284 0.2% 111
2025
Q2 		$601K Buy
6,538
+1,147
+21% +$99.1K 0.21% 111
2025
Q1 		$459K Sell
5,391
-144
-3% -$12.8K 0.18% 130
2024
Q4 		$489K Buy
5,535
+93
+2% +$8.44K 0.18% 124
2024
Q3 		$480K Sell
5,442
-174
-3% -$14.7K 0.18% 120
2024
Q2 		$455K Sell
5,616
-89
-2% -$7.24K 0.19% 113
2024
Q1 		$480K Sell
5,705
-264
-4% -$20.9K 0.19% 123
2023
Q4 		$464K Buy
5,969
+175
+3% +$12.4K 0.19% 112
2023
Q3 		$401K Hold
5,794
– – 0.19% 115
2023
Q2 		$423K Buy
5,794
+3
+0.1% +$209 0.18% 122
2023
Q1 		$405K Sell
5,791
-165
-3% -$11.7K 0.19% 124
2022
Q4 		$402K Buy
5,956
+73
+1% +$4.92K 0.19% 115
2022
Q3 		$366K Sell
5,883
-556
-9% -$38.2K 0.2% 111
2022
Q2 		$416K Sell
6,439
-404
-6% -$28.8K 0.22% 108
2022
Q1 		$534K Buy
6,843
+2
+0% +$154 0.22% 103
2021
Q4 		$568K Sell
6,841
-72
-1% -$5.91K 0.23% 111
2021
Q3 		$541K Sell
6,913
-34
-0.5% -$2.72K 0.23% 111
2021
Q2 		$550K Sell
6,947
-7,287
-51% -$565K 0.13% 138
2021
Q1 		$1.05M Buy
14,234
+4
+0% +$289 0.22% 119
2020
Q4 		$976K Buy
14,230
+18
+0.1% +$1.15K 0.24% 117
2020
Q3 		$816K Sell
14,212
-1,412
-9% -$80.4K 0.22% 113
2020
Q2 		$838K Sell
15,624
-536
-3% -$26.9K 0.23% 113
2020
Q1 		$698K Sell
16,160
-1,930
-11% -$106K 0.2% 90
2019
Q4 		$1.08M Buy
+18,090
New +$1.04M 0.28% 86

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Veracity Capital's IWR Position: Q2 2026 in Review

Veracity Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.04% in Q2 2026, buying an estimated $210 and bringing the position to 4,665 shares worth $515K. The position accounts for 0.14% of the portfolio, ranked #133.

Veracity Capital first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q4 2019. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Veracity Capital held 4,665 shares of iShares Russell Mid-Cap ETF worth $515K as of Q2 2026.
  • Veracity Capital bought 2 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $210.
  • iShares Russell Mid-Cap ETF made up 0.14% of Veracity Capital's portfolio in Q2 2026, its #133 holding.
  • Veracity Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Veracity Capital's iShares Russell Mid-Cap ETF position peaked at $1.08M in Q4 2019.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.