Lantz Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lantz Financial’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	$260K	Hold	2,354	–	–	0.05%	229
2026 Q1	$229K	Hold	2,354	–	–	0.05%	226
2025 Q4	$227K	Sell	2,354 -398	-14%	-$38.3K	0.05%	236
2025 Q3	$266K	Hold	2,752	–	–	0.06%	212
2025 Q2	$253K	Buy	2,752 +222	+9%	+$19.2K	0.06%	200
2025 Q1	$215K	Buy	+2,530	New	+$226K	0.06%	206

Other funds holding IWR

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return

Lantz Financial's IWR Position: Q2 2026 in Review

Lantz Financial held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,354 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #229.

Lantz Financial first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $266K in Q3 2025. 401 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Lantz Financial held 2,354 shares of iShares Russell Mid-Cap ETF worth $260K as of Q2 2026.
Lantz Financial left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #229 holding.
Lantz Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
Lantz Financial's iShares Russell Mid-Cap ETF position peaked at $266K in Q3 2025.
401 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.