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Lawood & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lawood & Co’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 		$563K Sell
5,275
-184
-3% -$20.4K 0.39% 52
2026
Q2 		$602K Sell
5,459
-506
-8% -$53.2K 0.41% 53
2026
Q1 		$580K Sell
5,965
-160
-3% -$16K 0.54% 48
2025
Q4 		$590K Buy
+6,125
New +$589K 0.56% 48

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Lawood & Co's IWR Position: Q3 2026 in Review

Lawood & Co reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.4% in Q3 2026, selling an estimated $20.4K and leaving 5,275 shares worth $563K. The position accounts for 0.39% of the portfolio, ranked #52.

Lawood & Co first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $602K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Lawood & Co held 5,275 shares of iShares Russell Mid-Cap ETF worth $563K as of Q3 2026.
  • Lawood & Co sold 184 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $20.4K.
  • iShares Russell Mid-Cap ETF made up 0.39% of Lawood & Co's portfolio in Q3 2026, its #52 holding.
  • Lawood & Co first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's iShares Russell Mid-Cap ETF position peaked at $602K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.