Vigilare Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vigilare Wealth Management’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	$3.5M	Buy	31,748 +4,919	+18%	+$517K	1.07%	21
2026 Q1	$2.61M	Buy	26,829 +20,186	+304%	+$2.02M	0.88%	22
2025 Q4	$640K	Sell	6,643 -24,120	-78%	-$2.32M	0.22%	60
2025 Q3	$2.97M	Buy	30,763 +12,367	+67%	+$1.17M	1.03%	23
2025 Q2	$1.69M	Buy	+18,396	New	+$1.59M	0.63%	33
2020 Q2	–	Sell	-8,022	Closed	-$346K	–	135
2020 Q1	$346K	Sell	8,022 -7,751	-49%	-$427K	0.41%	63
2019 Q4	$940K	Buy	+15,773	New	+$906K	0.63%	43

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Vigilare Wealth Management's IWR Position: Q2 2026 in Review

Vigilare Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q2 2026, buying an estimated $517K and bringing the position to 31,748 shares worth $3.5M. The position accounts for 1.07% of the portfolio, ranked #21.

Vigilare Wealth Management first reported a position in IWR in Q4 2019 and has held it in 7 quarters since. 311 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Vigilare Wealth Management held 31,748 shares of iShares Russell Mid-Cap ETF worth $3.5M as of Q2 2026.
Vigilare Wealth Management bought 4,919 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $517K.
iShares Russell Mid-Cap ETF made up 1.07% of Vigilare Wealth Management's portfolio in Q2 2026, its #21 holding.
Vigilare Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 7 quarters since.
311 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.