Lazard Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lazard Asset Management’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 Q1	$1.58M	Hold	16,264	–	–	﹤0.01%	1017
2025 Q4	$1.57M	Hold	16,264	–	–	﹤0.01%	980
2025 Q3	$1.57M	Sell	16,264 -3,202	-16%	-$304K	﹤0.01%	955
2025 Q2	$1.79M	Hold	19,466	–	–	﹤0.01%	1046
2025 Q1	$1.66M	Hold	19,466	–	–	﹤0.01%	1028
2024 Q4	$1.72M	Hold	19,466	–	–	﹤0.01%	936
2024 Q3	$1.72M	Hold	19,466	–	–	﹤0.01%	905
2024 Q2	$1.58M	Hold	19,466	–	–	﹤0.01%	886
2024 Q1	$1.64M	Hold	19,466	–	–	﹤0.01%	861
2023 Q4	$1.51M	Hold	19,466	–	–	﹤0.01%	892
2023 Q3	$1.35M	Hold	19,466	–	–	﹤0.01%	923
2023 Q2	$1.42M	Hold	19,466	–	–	﹤0.01%	937
2023 Q1	$1.36M	Hold	19,466	–	–	﹤0.01%	973
2022 Q4	$1.31M	Hold	19,466	–	–	﹤0.01%	966
2022 Q3	$1.21M	Hold	19,466	–	–	﹤0.01%	961
2022 Q2	$1.26M	Hold	19,466	–	–	﹤0.01%	974
2022 Q1	$1.52M	Hold	19,466	–	–	﹤0.01%	938
2021 Q4	$1.61M	Hold	19,466	–	–	﹤0.01%	953
2021 Q3	$1.52M	Hold	19,466	–	–	﹤0.01%	961
2021 Q2	$1.54M	Hold	19,466	–	–	﹤0.01%	887
2021 Q1	$1.44M	Hold	19,466	–	–	﹤0.01%	839
2020 Q4	$1.33M	Hold	19,466	–	–	﹤0.01%	853
2020 Q3	$1.12M	Hold	19,466	–	–	﹤0.01%	794
2020 Q2	$1.04M	Buy	+19,466	New	+$976K	﹤0.01%	752

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lazard Asset Management's IWR Position: Q1 2026 in Review

Lazard Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 16,264 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Lazard Asset Management first reported a position in IWR in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.79M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Lazard Asset Management held 16,264 shares of iShares Russell Mid-Cap ETF worth $1.58M as of Q1 2026.
Lazard Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Lazard Asset Management's portfolio in Q1 2026, its #1017 holding.
Lazard Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and has held it in 24 quarters since.
Lazard Asset Management's iShares Russell Mid-Cap ETF position peaked at $1.79M in Q2 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Lazard Asset Management's 13F filing for Q1 2026, filed 15 May 2026.