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Kelman-Lazarov Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Kelman-Lazarov Inc’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 		$708K Sell
7,283
-1,981
-21% -$198K 0.1% 80
2025
Q4 		$892K Buy
9,264
+1,981
+27% +$190K 0.13% 65
2025
Q3 		$703K Buy
+7,283
New +$690K 0.1% 74

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kelman-Lazarov Inc's IWR Position: Q1 2026 in Review

Kelman-Lazarov Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 21% in Q1 2026, selling an estimated $198K and leaving 7,283 shares worth $708K. The position accounts for 0.1% of the portfolio, ranked #80.

Kelman-Lazarov Inc first reported a position in IWR in Q3 2025 and has held it in 3 quarters since. The position peaked at $892K in Q4 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Kelman-Lazarov Inc held 7,283 shares of iShares Russell Mid-Cap ETF worth $708K as of Q1 2026.
  • Kelman-Lazarov Inc sold 1,981 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $198K.
  • iShares Russell Mid-Cap ETF made up 0.1% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #80 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • Kelman-Lazarov Inc's iShares Russell Mid-Cap ETF position peaked at $892K in Q4 2025.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.