Lake Street Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
Other funds holding IWR
Lake Street Private Wealth's IWR Position: Q2 2026 in Review
Lake Street Private Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.9% in Q2 2026, buying an estimated $44.2K and bringing the position to 5,748 shares worth $634K. The position accounts for 0.07% of the portfolio, ranked #151.
Lake Street Private Wealth first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.38M in Q4 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Lake Street Private Wealth held 5,748 shares of iShares Russell Mid-Cap ETF worth $634K as of Q2 2026.
- Lake Street Private Wealth bought 420 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $44.2K.
- iShares Russell Mid-Cap ETF made up 0.07% of Lake Street Private Wealth's portfolio in Q2 2026, its #151 holding.
- Lake Street Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
- Lake Street Private Wealth's iShares Russell Mid-Cap ETF position peaked at $7.38M in Q4 2023.
- 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.