Victory Financial Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Victory Financial Group’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	$493K	Buy	4,466 +20	+0.4%	+$2.1K	0.05%	222
2026 Q1	$432K	Sell	4,446 -241	-5%	-$24.1K	0.05%	210
2025 Q4	$451K	Buy	4,687 +1,048	+29%	+$101K	0.06%	195
2025 Q3	$351K	Hold	3,639	–	–	0.05%	183
2025 Q2	$335K	Hold	3,639	–	–	0.05%	157
2025 Q1	$310K	Buy	3,639 +21	+0.6%	+$1.87K	0.06%	129
2024 Q4	$320K	Buy	+3,618	New	+$328K	0.08%	105
2024 Q2	$287K	Hold	3,544	–	–	0.13%	60
2024 Q1	$298K	Hold	3,544	–	–	0.18%	42
2023 Q4	$275K	Buy	+3,544	New	+$252K	0.19%	48

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Victory Financial Group's IWR Position: Q2 2026 in Review

Victory Financial Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.45% in Q2 2026, buying an estimated $2.1K and bringing the position to 4,466 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #222.

Victory Financial Group first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Victory Financial Group held 4,466 shares of iShares Russell Mid-Cap ETF worth $493K as of Q2 2026.
Victory Financial Group bought 20 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.1K.
iShares Russell Mid-Cap ETF made up 0.05% of Victory Financial Group's portfolio in Q2 2026, its #222 holding.
Victory Financial Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.