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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vima LLC's IWR Position: Q2 2026 in Review

Vima LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 225 shares worth $24.8K. The stake represents 0.02% of the portfolio and ranks #203 among its holdings. This is a return to the name: Vima LLC previously reported a position in IWR as recently as Q1 2024.

Vima LLC first reported a position in IWR in Q4 2023 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Vima LLC held 225 shares of iShares Russell Mid-Cap ETF worth $24.8K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Vima LLC position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of Vima LLC's portfolio in Q2 2026, its #203 holding.
  • Vima LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.