KLI
IWR icon

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
Q2 		$732K Sell
6,639
-644
-9% -$67.7K 0.1% 83
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 $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kelman-Lazarov Inc's IWR Position: Q2 2026 in Review

Kelman-Lazarov Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.8% in Q2 2026, selling an estimated $67.7K and leaving 6,639 shares worth $732K. The position accounts for 0.1% of the portfolio, ranked #83.

Kelman-Lazarov Inc first reported a position in IWR in Q3 2025 and has held it in 4 quarters since. The position peaked at $892K in Q4 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Kelman-Lazarov Inc held 6,639 shares of iShares Russell Mid-Cap ETF worth $732K as of Q2 2026.
  • Kelman-Lazarov Inc sold 644 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $67.7K.
  • iShares Russell Mid-Cap ETF made up 0.1% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #83 holding.
  • Kelman-Lazarov Inc first reported a position in iShares Russell Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Kelman-Lazarov Inc's iShares Russell Mid-Cap ETF position peaked at $892K in Q4 2025.
  • 1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.