LKBC
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L.K. Benson & Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

L.K. Benson & Company’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 		$528K Hold
4,785
– – 0.16% 75
2026
Q1 		$465K Hold
4,785
– – 0.15% 77
2025
Q4 		$461K Buy
+4,785
New +$460K 0.23% 76

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

L.K. Benson & Company's IWR Position: Q2 2026 in Review

L.K. Benson & Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,785 shares worth $528K. The position accounts for 0.16% of the portfolio, ranked #75.

L.K. Benson & Company first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • L.K. Benson & Company held 4,785 shares of iShares Russell Mid-Cap ETF worth $528K as of Q2 2026.
  • L.K. Benson & Company left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.16% of L.K. Benson & Company's portfolio in Q2 2026, its #75 holding.
  • L.K. Benson & Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.