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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
Q2 		$2.08M Hold
18,854
– – 0.64% 48
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 $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

Legacy Bridge's IWR Position: Q2 2026 in Review

Legacy Bridge held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 18,854 shares worth $2.08M. The position accounts for 0.64% of the portfolio, ranked #48.

Legacy Bridge first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Legacy Bridge held 18,854 shares of iShares Russell Mid-Cap ETF worth $2.08M as of Q2 2026.
  • Legacy Bridge left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.64% of Legacy Bridge's portfolio in Q2 2026, its #48 holding.
  • Legacy Bridge first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.