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 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 $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Freedom LLC's IWR Position: Q1 2026 in Review

Financial Freedom LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.13% in Q1 2026, buying an estimated $200 and bringing the position to 1,540 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #116.

Financial Freedom LLC first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Financial Freedom LLC held 1,540 shares of iShares Russell Mid-Cap ETF worth $150K as of Q1 2026.
Financial Freedom LLC bought 2 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $200.
iShares Russell Mid-Cap ETF made up 0.07% of Financial Freedom LLC's portfolio in Q1 2026, its #116 holding.
Financial Freedom LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Financial Freedom LLC's 13F filing for Q1 2026, filed 30 Apr 2026.