Vision Retirement’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Vision Retirement's IWR Position: Q2 2026 in Review
Vision Retirement reduced its iShares Russell Mid-Cap ETF (IWR) stake by 4.9% in Q2 2026, selling an estimated $3.05K and leaving 566 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #210.
Vision Retirement first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $75K in Q4 2025. 1,541 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Vision Retirement held 566 shares of iShares Russell Mid-Cap ETF worth $62.4K as of Q2 2026.
- Vision Retirement sold 29 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.05K.
- iShares Russell Mid-Cap ETF made up 0.02% of Vision Retirement's portfolio in Q2 2026, its #210 holding.
- Vision Retirement first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
- Vision Retirement's iShares Russell Mid-Cap ETF position peaked at $75K in Q4 2025.
- 1,541 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.