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LBMC Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LBMC Investment Advisors’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 		$403K Hold
3,649
– – 0.02% 172
2026
Q1 		$355K Hold
3,649
– – 0.02% 184
2025
Q4 		$351K Sell
3,649
-9
-0.2% -$865 0.02% 169
2025
Q3 		$353K Hold
3,658
– – 0.02% 179
2025
Q2 		$336K Buy
3,658
+50
+1% +$4.32K 0.02% 161
2025
Q1 		$307K Hold
3,608
– – 0.02% 159
2024
Q4 		$319K Hold
3,608
– – 0.03% 156
2024
Q3 		$318K Buy
3,608
+261
+8% +$22K 0.03% 146
2024
Q2 		$271K Hold
3,347
– – 0.02% 150
2024
Q1 		$281K Buy
3,347
+1
+0% +$79 0.02% 146
2023
Q4 		$260K Buy
3,346
+1
+0% +$71 0.02% 135
2023
Q3 		$225K Buy
3,345
+10
+0.3% +$730 0.02% 138
2023
Q2 		$244K Buy
3,335
+1
+0% +$70 0.02% 142
2023
Q1 		$233K Hold
3,334
– – 0.02% 146
2022
Q4 		$225K Buy
3,334
+3
+0.1% +$202 0.02% 143
2022
Q3 		$207K Hold
3,331
– – 0.02% 145
2022
Q2 		$215K Hold
3,331
– – 0.02% 146
2022
Q1 		$260K Buy
3,331
+1
+0% +$77 0.02% 132
2021
Q4 		$276K Buy
3,330
+417
+14% +$34.2K 0.02% 138
2021
Q3 		$260K Sell
2,913
-416
-12% -$33.3K 0.02% 137
2021
Q2 		$264K Buy
3,329
+1
+0% +$78 0.03% 138
2021
Q1 		$246K Hold
3,328
– – 0.03% 117
2020
Q4 		$228K Buy
+3,328
New +$212K 0.03% 118

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LBMC Investment Advisors's IWR Position: Q2 2026 in Review

LBMC Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,649 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #172.

LBMC Investment Advisors first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • LBMC Investment Advisors held 3,649 shares of iShares Russell Mid-Cap ETF worth $403K as of Q2 2026.
  • LBMC Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of LBMC Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • LBMC Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.