Vestmark Advisory Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$12.4M Buy
112,678
+101,928
+948% +$10.7M 0.12% 190
2026
Q1
$1.05M Buy
10,750
+1,100
+11% +$110K 0.01% 852
2025
Q4
$929K Buy
+9,650
New +$928K 0.01% 823
2024
Q2
Sell
-3,419
Closed -$288K 553
2024
Q1
$288K Sell
3,419
-983
-22% -$77.9K 0.01% 453
2023
Q4
$342K Buy
4,402
+995
+29% +$70.7K 0.02% 390
2023
Q3
$236K Buy
3,407
+268
+9% +$19.6K 0.02% 376
2023
Q2
$229K Buy
+3,139
New +$218K 0.01% 795
2020
Q2
Sell
-15,700
Closed -$678K 546
2020
Q1
$678K Buy
+15,700
New +$864K 0.13% 208

Other funds holding IWR

Vestmark Advisory Solutions's IWR Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its iShares Russell Mid-Cap ETF (IWR) stake by 948% in Q2 2026, buying an estimated $10.7M and bringing the position to 112,678 shares worth $12.4M. The position accounts for 0.12% of the portfolio, ranked #190.

Vestmark Advisory Solutions first reported a position in IWR in Q1 2020 and has held it in 8 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Vestmark Advisory Solutions held 112,678 shares of iShares Russell Mid-Cap ETF worth $12.4M as of Q2 2026.
  • Vestmark Advisory Solutions bought 101,928 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.7M.
  • iShares Russell Mid-Cap ETF made up 0.12% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #190 holding.
  • Vestmark Advisory Solutions first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 8 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.