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

Legacy 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 		$22.9M Sell
207,332
-4,766
-2% -$501K 2.14% 11
2026
Q1 		$20.6M Buy
212,098
+1,196
+0.6% +$119K 2.43% 10
2025
Q4 		$20.3M Sell
210,902
-6,006
-3% -$577K 2.18% 10
2025
Q3 		$20.9M Buy
216,908
+196,315
+953% +$18.6M 2.59% 9
2025
Q2 		$224K Sell
20,593
-209,402
-91% -$18.1M 3.54% 6
2025
Q1 		$19.6M Buy
229,995
+1,467
+0.6% +$131K 2.01% 11
2024
Q4 		$20.2M Sell
228,528
-2,389
-1% -$217K 1.96% 11
2024
Q3 		$20.4M Sell
230,917
-2,525
-1% -$213K 2.2% 10
2024
Q2 		$18.9M Buy
233,442
+4,953
+2% +$403K 2.3% 8
2024
Q1 		$19.2M Sell
228,489
-2,000
-0.9% -$158K 2.43% 7
2023
Q4 		$17.9M Buy
230,489
+50,958
+28% +$3.62M 2.31% 7
2023
Q3 		$12.5M Buy
179,531
+77,194
+75% +$5.63M 2.01% 8
2023
Q2 		$7.47M Buy
102,337
+93,667
+1,080% +$6.52M 1.11% 13
2023
Q1 		$606K Sell
8,670
-180
-2% -$12.7K 0.11% 133
2022
Q4 		$597K Sell
8,850
-205
-2% -$13.8K 0.11% 131
2022
Q3 		$563K Sell
9,055
-282
-3% -$19.4K 0.12% 109
2022
Q2 		$604K Sell
9,337
-247
-3% -$17.6K 0.13% 103
2022
Q1 		$748K Buy
9,584
+4,376
+84% +$337K 0.15% 93
2021
Q4 		$432K Hold
5,208
– – 0.16% 81
2021
Q3 		$407K Sell
5,208
-89
-2% -$7.13K 0.16% 78
2021
Q2 		$420K Hold
5,297
– – 0.17% 78
2021
Q1 		$392K Sell
5,297
-510
-9% -$36.9K 0.17% 79
2020
Q4 		$398K Hold
5,807
– – 0.23% 70
2020
Q3 		$333K Hold
5,807
– – 0.22% 74
2020
Q2 		$311K Hold
5,807
– – 0.25% 71
2020
Q1 		$251K Sell
5,807
-97
-2% -$5.34K 0.25% 77
2019
Q4 		$352K Hold
5,904
– – 0.22% 91
2019
Q3 		$330K Hold
5,904
– – 0.25% 78
2019
Q2 		$330K Sell
5,904
-5,904
-50% -$324K 0.22% 82
2019
Q1 		$638K Buy
11,808
+4,311
+58% +$223K 0.21% 87
2018
Q4 		$348K Buy
7,497
+6,389
+577% +$322K 0.26% 79
2018
Q3 		$61K Hold
1,108
– – 0.03% 215
2018
Q2 		$59K Hold
1,108
– – 0.04% 174
2018
Q1 		$57K Buy
+1,108
New +$58.4K 0.04% 150

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Legacy Advisors's IWR Position: Q2 2026 in Review

Legacy Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, selling an estimated $501K and leaving 207,332 shares worth $22.9M. The position accounts for 2.14% of the portfolio, ranked #11.

Legacy Advisors first reported a position in IWR in Q1 2018 and has held it in 34 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Legacy Advisors held 207,332 shares of iShares Russell Mid-Cap ETF worth $22.9M as of Q2 2026.
  • Legacy Advisors sold 4,766 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $501K.
  • iShares Russell Mid-Cap ETF made up 2.14% of Legacy Advisors's portfolio in Q2 2026, its #11 holding.
  • Legacy Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.