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 Q3	$498K	Buy	4,666 +1	+0%	+$111	0.13%	131
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%	-$11.6K	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 -170	-2%	-$13.2K	0.13%	138
2021 Q1	$526K	Buy	7,117 +2	+0%	+$145	0.24%	117
2020 Q4	$488K	Buy	7,115 +9	+0.1%	+$573	0.25%	114
2020 Q3	$408K	Sell	7,106 -706	-9%	-$40.2K	0.23%	109
2020 Q2	$419K	Sell	7,812 -8,348	-52%	-$418K	0.24%	110
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

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Veracity Capital's IWR Position: Q3 2026 in Review

Veracity Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.02% in Q3 2026, buying an estimated $111 and bringing the position to 4,666 shares worth $498K. The position accounts for 0.13% of the portfolio, ranked #131.

Veracity Capital first reported a position in IWR in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.08M in Q4 2019. 541 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Veracity Capital held 4,666 shares of iShares Russell Mid-Cap ETF worth $498K as of Q3 2026.
Veracity Capital bought 1 iShares Russell Mid-Cap ETF share in Q3 2026, an estimated $111.
iShares Russell Mid-Cap ETF made up 0.13% of Veracity Capital's portfolio in Q3 2026, its #131 holding.
Veracity Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 28 quarters since.
Veracity Capital's iShares Russell Mid-Cap ETF position peaked at $1.08M in Q4 2019.
541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.