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

Vickerman Investment 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 		$635K Buy
6,534
+720
+12% +$71.9K 0.13% 63
2025
Q4 		$560K Sell
5,814
-13
-0.2% -$1.25K 0.11% 69
2025
Q3 		$563K Sell
5,827
-80
-1% -$7.58K 0.11% 62
2025
Q2 		$543K Hold
5,907
– – 0.12% 61
2025
Q1 		$503K Buy
5,907
+3,308
+127% +$295K 0.11% 64
2024
Q4 		$230K Hold
2,599
– – 0.06% 66
2024
Q3 		$229K Sell
2,599
-56
-2% -$4.72K 0.07% 64
2024
Q2 		$215K Sell
2,655
-10
-0.4% -$814 0.07% 63
2024
Q1 		$224K Sell
2,665
-49
-2% -$3.88K 0.07% 64
2023
Q4 		$211K Buy
+2,714
New +$193K 0.07% 64
2023
Q3 		– Sell
-2,744
Closed -$200K – 65
2023
Q2 		$200K Sell
2,744
-184
-6% -$12.8K 0.08% 66
2023
Q1 		$205K Sell
2,928
-172
-6% -$12.1K 0.08% 70
2022
Q4 		$209K Sell
3,100
-892
-22% -$60.1K 0.09% 70
2022
Q3 		$248K Sell
3,992
-145
-4% -$9.97K 0.12% 64
2022
Q2 		$267K Sell
4,137
-1,984
-32% -$141K 0.13% 67
2022
Q1 		$436K Sell
6,121
-65
-1% -$5K 0.19% 65
2021
Q4 		$513K Sell
6,186
-767
-11% -$63K 0.21% 63
2021
Q3 		$544K Buy
+6,953
New +$557K 0.22% 65

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vickerman Investment Advisors's IWR Position: Q1 2026 in Review

Vickerman Investment Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q1 2026, buying an estimated $71.9K and bringing the position to 6,534 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #63.

Vickerman Investment Advisors first reported a position in IWR in Q3 2021 and has held it in 18 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Vickerman Investment Advisors held 6,534 shares of iShares Russell Mid-Cap ETF worth $635K as of Q1 2026.
  • Vickerman Investment Advisors bought 720 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $71.9K.
  • iShares Russell Mid-Cap ETF made up 0.13% of Vickerman Investment Advisors's portfolio in Q1 2026, its #63 holding.
  • Vickerman Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q3 2021 and has held it in 18 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Vickerman Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.