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

Legacy Edge 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 		$25.3M Sell
275,347
-93,900
-25% -$9.88M 3.38% 4
2026
Q1 		$35.9M Buy
369,247
+38,250
+12% +$3.82M 3.77% 5
2025
Q4 		$31.9M Buy
+330,997
New +$31.8M 3.49% 5

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Legacy Edge Advisors's IWR Position: Q2 2026 in Review

Legacy Edge Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 25% in Q2 2026, selling an estimated $9.88M and leaving 275,347 shares worth $25.3M. The position accounts for 3.38% of the portfolio, ranked #4.

Legacy Edge Advisors first reported a position in IWR in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.9M in Q1 2026. 1,163 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Legacy Edge Advisors held 275,347 shares of iShares Russell Mid-Cap ETF worth $25.3M as of Q2 2026.
  • Legacy Edge Advisors sold 93,900 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.88M.
  • iShares Russell Mid-Cap ETF made up 3.38% of Legacy Edge Advisors's portfolio in Q2 2026, its #4 holding.
  • Legacy Edge Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's iShares Russell Mid-Cap ETF position peaked at $35.9M in Q1 2026.
  • 1,163 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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