VestGen Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

VestGen Advisors’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	$24M	Buy	228,901 +195,233	+580%	+$19.5M	0.64%	24
2025 Q4	$3.24M	Sell	33,668 -116,022	-78%	-$11.2M	0.14%	156
2025 Q3	$14.5M	Buy	149,690 +8,720	+6%	+$827K	0.48%	41
2025 Q2	$13M	Sell	140,970 -3,208	-2%	-$277K	0.52%	42
2025 Q1	$12.3M	Buy	+144,178	New	+$12.9M	0.56%	37

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VestGen Advisors's IWR Position: Q1 2026 in Review

VestGen Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 580% in Q1 2026, buying an estimated $19.5M and bringing the position to 228,901 shares worth $24M. The position accounts for 0.64% of the portfolio, ranked #24.

VestGen Advisors first reported a position in IWR in Q1 2025 and has held it in 5 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

VestGen Advisors held 228,901 shares of iShares Russell Mid-Cap ETF worth $24M as of Q1 2026.
VestGen Advisors bought 195,233 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $19.5M.
iShares Russell Mid-Cap ETF made up 0.64% of VestGen Advisors's portfolio in Q1 2026, its #24 holding.
VestGen Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 5 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.