Lantz Financial
IWR icon

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
Q3 		$276K Buy
2,588
+234
+10% +$25.9K 0.05% 222
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

Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Albion Financial Group
Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
Stegner Investment Associates
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Lantz Financial's IWR Position: Q3 2026 in Review

Lantz Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.9% in Q3 2026, buying an estimated $25.9K and bringing the position to 2,588 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #222.

Lantz Financial first reported a position in IWR in Q1 2025 and has held it in 7 quarters since. 689 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Lantz Financial held 2,588 shares of iShares Russell Mid-Cap ETF worth $276K as of Q3 2026.
  • Lantz Financial bought 234 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $25.9K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Lantz Financial's portfolio in Q3 2026, its #222 holding.
  • Lantz Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 7 quarters since.
  • 689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.