LB
IWR icon

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

Legacy Bridge’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 		$1.83M Buy
18,854
+130
+0.7% +$13K 0.7% 47
2025
Q4 		$1.8M Sell
18,724
-70
-0.4% -$6.73K 0.73% 40
2025
Q3 		$1.81M Buy
18,794
+100
+0.5% +$9.48K 0.76% 41
2025
Q2 		$1.72M Buy
18,694
+255
+1% +$22K 0.82% 36
2025
Q1 		$1.57M Buy
18,439
+400
+2% +$35.7K 0.88% 37
2024
Q4 		$1.59M Hold
18,039
– – 0.83% 39
2024
Q3 		$1.59M Sell
18,039
-340
-2% -$28.6K 0.86% 42
2024
Q2 		$1.49M Hold
18,379
– – 0.88% 40
2024
Q1 		$1.55M Sell
18,379
-181
-1% -$14.3K 0.9% 38
2023
Q4 		$1.44M Sell
18,560
-120
-0.6% -$8.53K 0.93% 37
2023
Q3 		$1.29M Sell
18,680
-2,000
-10% -$146K 0.92% 35
2023
Q2 		$1.51M Buy
20,680
+600
+3% +$41.7K 1.01% 31
2023
Q1 		$1.4M Hold
20,080
– – 0.98% 31
2022
Q4 		$1.35M Hold
20,080
– – 0.96% 30
2022
Q3 		$1.25M Hold
20,080
– – 1% 27
2022
Q2 		$1.3M Hold
20,080
– – 0.96% 27
2022
Q1 		$1.57M Sell
20,080
-75
-0.4% -$5.77K 0.92% 31
2021
Q4 		$1.67M Buy
20,155
+1,370
+7% +$112K 0.87% 35
2021
Q3 		$1.47M Buy
18,785
+25
+0.1% +$2K 0.85% 34
2021
Q2 		$1.49M Buy
18,760
+350
+2% +$27.1K 0.84% 36
2021
Q1 		$1.36M Buy
18,410
+3,400
+23% +$246K 0.88% 32
2020
Q4 		$1.03M Hold
15,010
– – 0.75% 53
2020
Q3 		$861K Hold
15,010
– – 0.79% 45
2020
Q2 		$805K Hold
15,010
– – 0.89% 37
2020
Q1 		$648K Sell
15,010
-6,650
-31% -$366K 0.82% 38
2019
Q4 		$1.29M Hold
21,660
– – 1.07% 17
2019
Q3 		$1.21M Hold
21,660
– – 1.16% 13
2019
Q2 		$1.21M Hold
21,660
– – 1.17% 12
2019
Q1 		$1.17M Hold
21,660
– – 1.21% 9
2018
Q4 		$1.01M Buy
+21,660
New +$1.09M 1.25% 9

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Bridge's IWR Position: Q1 2026 in Review

Legacy Bridge increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.69% in Q1 2026, buying an estimated $13K and bringing the position to 18,854 shares worth $1.83M. The position accounts for 0.7% of the portfolio, ranked #47.

Legacy Bridge first reported a position in IWR in Q4 2018 and has held it in 30 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Legacy Bridge held 18,854 shares of iShares Russell Mid-Cap ETF worth $1.83M as of Q1 2026.
  • Legacy Bridge bought 130 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $13K.
  • iShares Russell Mid-Cap ETF made up 0.7% of Legacy Bridge's portfolio in Q1 2026, its #47 holding.
  • Legacy Bridge first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.