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Vise Technologies’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Vise Technologies’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 		$2.24M Buy
20,336
+12,860
+172% +$1.35M 0.03% 501
2026
Q1 		$720K Hold
7,476
– – 0.01% 700
2025
Q4 		$720K Buy
7,476
+2,897
+63% +$279K 0.01% 705
2025
Q3 		$442K Buy
4,579
+1,868
+69% +$177K 0.02% 721
2025
Q2 		$249K Buy
+2,711
New +$234K 0.01% 916

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Vise Technologies's IWR Position: Q2 2026 in Review

Vise Technologies increased its iShares Russell Mid-Cap ETF (IWR) stake by 172% in Q2 2026, buying an estimated $1.35M and bringing the position to 20,336 shares worth $2.24M. The position accounts for 0.03% of the portfolio, ranked #501.

Vise Technologies first reported a position in IWR in Q2 2025 and has held it in 5 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Vise Technologies held 20,336 shares of iShares Russell Mid-Cap ETF worth $2.24M as of Q2 2026.
  • Vise Technologies bought 12,860 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.35M.
  • iShares Russell Mid-Cap ETF made up 0.03% of Vise Technologies's portfolio in Q2 2026, its #501 holding.
  • Vise Technologies first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.