Atlas Legacy Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Atlas Legacy Advisors’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	$16.4M	Buy	149,304 +2,288	+2%	+$241K	2.43%	9
2026 Q1	$14.3M	Buy	147,016 +3,349	+2%	+$335K	2.6%	7
2025 Q4	$13.8M	Buy	143,667 +15,172	+12%	+$1.46M	2.42%	7
2025 Q3	$12.4M	Sell	128,495 -7,587	-6%	-$719K	2.39%	7
2025 Q2	$12.5M	Sell	136,082 -17,975	-12%	-$1.55M	2.76%	6
2025 Q1	$13.1M	Sell	154,057 -124,199	-45%	-$11.1M	3.33%	6
2024 Q4	$24.6M	Buy	+278,256	New	+$25.3M	5.96%	3

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atlas Legacy Advisors's IWR Position: Q2 2026 in Review

Atlas Legacy Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, buying an estimated $241K and bringing the position to 149,304 shares worth $16.4M. The position accounts for 2.43% of the portfolio, ranked #9.

Atlas Legacy Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.6M in Q4 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Atlas Legacy Advisors held 149,304 shares of iShares Russell Mid-Cap ETF worth $16.4M as of Q2 2026.
Atlas Legacy Advisors bought 2,288 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $241K.
iShares Russell Mid-Cap ETF made up 2.43% of Atlas Legacy Advisors's portfolio in Q2 2026, its #9 holding.
Atlas Legacy Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Atlas Legacy Advisors's iShares Russell Mid-Cap ETF position peaked at $24.6M in Q4 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Atlas Legacy Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.