Vima LLC
IWR icon

Vima LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vima LLC’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
Q3 		$24K Hold
225
– – 0.02% 201
2026
Q2 		$24.8K Buy
+225
New +$23.7K 0.02% 203
2024
Q2 		– Sell
-225
Closed -$15.7K – 207
2024
Q1 		$15.7K Hold
225
– – 0.02% 197
2023
Q4 		$17.5K Buy
+225
New +$16K 0.04% 200

Other funds holding IWR

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Factory Mutual Insurance
Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vima LLC's IWR Position: Q3 2026 in Review

Vima LLC held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 225 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #201.

Vima LLC first reported a position in IWR in Q4 2023 and has held it in 4 quarters since. The position peaked at $24.8K in Q2 2026. 781 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Vima LLC held 225 shares of iShares Russell Mid-Cap ETF worth $24K as of Q3 2026.
  • Vima LLC left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Vima LLC's portfolio in Q3 2026, its #201 holding.
  • Vima LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's iShares Russell Mid-Cap ETF position peaked at $24.8K in Q2 2026.
  • 781 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.