Landmark Wealth Management (New York)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Landmark Wealth Management (New York)’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	$506K	Sell	4,583 -12	-0.3%	-$1.26K	0.12%	115
2026 Q1	$447K	Buy	4,595 +698	+18%	+$69.7K	0.12%	117
2025 Q4	$375K	Buy	3,897 +15	+0.4%	+$1.44K	0.14%	71
2025 Q3	$375K	Buy	3,882 +34	+0.9%	+$3.22K	0.15%	70
2025 Q2	$354K	Buy	3,848 +122	+3%	+$10.5K	0.15%	70
2025 Q1	$317K	Buy	3,726 +103	+3%	+$9.19K	0.14%	66
2024 Q4	$320K	Sell	3,623 -35	-1%	-$3.18K	0.14%	62
2024 Q3	$322K	Buy	+3,658	New	+$308K	0.14%	62
2024 Q2	–	Sell	-3,660	Closed	-$308K	–	60
2024 Q1	$308K	Sell	3,660 -8	-0.2%	-$634	0.14%	61
2023 Q4	$285K	Sell	3,668 -89	-2%	-$6.32K	0.14%	62
2023 Q3	$260K	Buy	+3,757	New	+$274K	0.15%	64
2023 Q2	–	Sell	-3,755	Closed	-$263K	–	55
2023 Q1	$263K	Buy	3,755 +5	+0.1%	+$353	0.15%	65
2022 Q4	$253K	Buy	3,750 +5	+0.1%	+$337	0.18%	61
2022 Q3	$233K	Buy	+3,745	New	+$258K	0.18%	58
2022 Q2	–	Sell	-3,960	Closed	-$309K	–	58
2022 Q1	$309K	Buy	+3,960	New	+$305K	0.16%	59

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Landmark Wealth Management (New York)'s IWR Position: Q2 2026 in Review

Landmark Wealth Management (New York) reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.26% in Q2 2026, selling an estimated $1.26K and leaving 4,583 shares worth $506K. The position accounts for 0.12% of the portfolio, ranked #115.

Landmark Wealth Management (New York) first reported a position in IWR in Q1 2022 and has held it in 15 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Landmark Wealth Management (New York) held 4,583 shares of iShares Russell Mid-Cap ETF worth $506K as of Q2 2026.
Landmark Wealth Management (New York) sold 12 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.26K.
iShares Russell Mid-Cap ETF made up 0.12% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #115 holding.
Landmark Wealth Management (New York) first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 15 quarters since.
1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.