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

Vident Advisory’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	–	Sell	-2,115	Closed	-$206K	–	1988
2026 Q1	$206K	Hold	2,115	–	–	﹤0.01%	1692
2025 Q4	$204K	Sell	2,115 -350	-14%	-$33.7K	﹤0.01%	1549
2025 Q3	$238K	Hold	2,465	–	–	﹤0.01%	1503
2025 Q2	$227K	Hold	2,465	–	–	﹤0.01%	1447
2025 Q1	$210K	Sell	2,465 -3,107	-56%	-$277K	﹤0.01%	1430
2024 Q4	$493K	Buy	5,572 +3,152	+130%	+$286K	0.01%	955
2024 Q3	$213K	Buy	+2,420	New	+$204K	0.01%	1292
2023 Q4	–	Sell	-7,258	Closed	-$503K	–	1348
2023 Q3	$503K	Buy	+7,258	New	+$529K	0.02%	703

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

Vident Advisory's IWR Position: Q2 2026 in Review

Vident Advisory sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 2,115 shares — an estimated $206K sold.

Vident Advisory first reported a position in IWR in Q3 2023 and held it in 8 quarters. The position peaked at $503K in Q3 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Vident Advisory reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Vident Advisory sold 2,115 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $206K.
Vident Advisory first reported a position in iShares Russell Mid-Cap ETF in Q3 2023 and held it in 8 quarters.
Vident Advisory's iShares Russell Mid-Cap ETF position peaked at $503K in Q3 2023.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.