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 Q2	–	Sell	-16,264	Closed	-$1.58M	–	2047
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 $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

Lazard Asset Management's IWR Position: Q2 2026 in Review

Lazard Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 16,264 shares — an estimated $1.58M sold.

Lazard Asset Management first reported a position in IWR in Q2 2020 and held it in 24 quarters. The position peaked at $1.79M in Q2 2025. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Lazard Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Lazard Asset Management sold 16,264 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.58M.
Lazard Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2020 and held it in 24 quarters.
Lazard Asset Management's iShares Russell Mid-Cap ETF position peaked at $1.79M in Q2 2025.
1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Lazard Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.