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Leavell Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Leavell Investment 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 		$1.26M Buy
11,411
+1,473
+15% +$155K 0.05% 292
2026
Q1 		$966K Buy
9,938
+609
+7% +$60.8K 0.04% 313
2025
Q4 		$898K Sell
9,329
-280
-3% -$26.9K 0.04% 312
2025
Q3 		$928K Sell
9,609
-253
-3% -$24K 0.04% 311
2025
Q2 		$907K Hold
9,862
– – 0.04% 314
2025
Q1 		$839K Hold
9,862
– – 0.04% 301
2024
Q4 		$872K Sell
9,862
-100
-1% -$9.08K 0.04% 296
2024
Q3 		$878K Buy
9,962
+59
+0.6% +$4.97K 0.04% 308
2024
Q2 		$803K Buy
9,903
+85
+0.9% +$6.92K 0.04% 297
2024
Q1 		$826K Sell
9,818
-1,332
-12% -$106K 0.05% 291
2023
Q4 		$867K Sell
11,150
-119
-1% -$8.45K 0.06% 274
2023
Q3 		$784K Buy
11,269
+89
+0.8% +$6.49K 0.05% 277
2023
Q2 		$816K Buy
11,180
+250
+2% +$17.4K 0.06% 274
2023
Q1 		$764K Buy
10,930
+469
+4% +$33.1K 0.05% 279
2022
Q4 		$706K Buy
10,461
+4,134
+65% +$279K 0.05% 281
2022
Q3 		$393K Buy
6,327
+445
+8% +$30.6K 0.03% 337
2022
Q2 		$380K Buy
5,882
+375
+7% +$26.7K 0.03% 340
2022
Q1 		$430K Buy
5,507
+1,305
+31% +$100K 0.03% 332
2021
Q4 		$349K Buy
4,202
+175
+4% +$14.4K 0.02% 358
2021
Q3 		$315K Buy
4,027
+1,226
+44% +$98.2K 0.02% 343
2021
Q2 		$207K Hold
2,801
– – 0.02% 385
2021
Q1 		$207K Buy
+2,801
New +$202K 0.02% 385
2020
Q1 		– Sell
-3,429
Closed -$204K – 367
2019
Q4 		$204K Buy
+3,429
New +$197K 0.02% 380

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

Leavell Investment Management's IWR Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 15% in Q2 2026, buying an estimated $155K and bringing the position to 11,411 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #292.

Leavell Investment Management first reported a position in IWR in Q4 2019 and has held it in 23 quarters since. 1,596 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Leavell Investment Management held 11,411 shares of iShares Russell Mid-Cap ETF worth $1.26M as of Q2 2026.
  • Leavell Investment Management bought 1,473 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $155K.
  • iShares Russell Mid-Cap ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #292 holding.
  • Leavell Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,596 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.