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

Financial Freedom 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	–	Sell	-1,540	Closed	-$150K	–	257
2026 Q1	$150K	Buy	1,540 +2	+0.1%	+$200	0.07%	116
2025 Q4	$148K	Buy	1,538 +2	+0.1%	+$192	0.07%	116
2025 Q3	$148K	Buy	1,536 +3	+0.2%	+$284	0.07%	117
2025 Q2	$141K	Buy	1,533 +2	+0.1%	+$173	0.08%	116
2025 Q1	$130K	Buy	1,531 +2	+0.1%	+$178	0.07%	120
2024 Q4	$135K	Buy	1,529 +2	+0.1%	+$182	0.07%	113
2024 Q3	$135K	Buy	1,527 +3	+0.2%	+$253	0.07%	122
2024 Q2	$124K	Buy	1,524 +2	+0.1%	+$163	0.07%	123
2024 Q1	$128K	Buy	1,522 +2	+0.1%	+$158	0.08%	122
2023 Q4	$118K	Buy	1,520 +6	+0.4%	+$426	0.08%	122
2023 Q3	$105K	Hold	1,514	–	–	0.07%	120
2023 Q2	$111K	Buy	1,514 +1	+0.1%	+$70	0.08%	117
2023 Q1	$106K	Buy	1,513 +3	+0.2%	+$212	0.08%	113
2022 Q4	$102K	Buy	+1,510	New	+$102K	0.07%	111

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

Financial Freedom LLC's IWR Position: Q2 2026 in Review

Financial Freedom LLC sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 1,540 shares — an estimated $150K sold.

Financial Freedom LLC first reported a position in IWR in Q4 2022 and held it in 14 quarters. The position peaked at $150K in Q1 2026. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Financial Freedom LLC reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 1,540 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $150K.
Financial Freedom LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's iShares Russell Mid-Cap ETF position peaked at $150K in Q1 2026.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.