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	$42.1M	Buy	381,311 +12,064	+3%	+$1.27M	3.86%	5
2026 Q1	$35.9M	Buy	369,247 +38,250	+12%	+$3.82M	3.77%	5
2025 Q4	$31.9M	Buy	330,997 +26,577	+9%	+$2.56M	3.49%	5
2025 Q3	$29.4M	Buy	304,420 +29,073	+11%	+$2.76M	3.46%	4
2025 Q2	$25.3M	Buy	275,347 +239,124	+660%	+$20.7M	3.38%	4
2025 Q1	$3.08M	Buy	36,223 +559	+2%	+$49.9K	0.48%	34
2024 Q4	$3.15M	Buy	35,664 +2,365	+7%	+$215K	0.5%	34
2024 Q3	$2.93M	Buy	33,299 +2,127	+7%	+$179K	0.47%	36
2024 Q2	$2.53M	Buy	31,172 +4,602	+17%	+$375K	0.47%	36
2024 Q1	$2.23M	Buy	26,570 +6	+0%	+$475	0.47%	38
2023 Q4	$2.06M	Buy	+26,564	New	+$1.89M	0.47%	41

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Legacy Edge Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.3% in Q2 2026, buying an estimated $1.27M and bringing the position to 381,311 shares worth $42.1M. The position accounts for 3.86% of the portfolio, ranked #5.

Legacy Edge Advisors first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Legacy Edge Advisors held 381,311 shares of iShares Russell Mid-Cap ETF worth $42.1M as of Q2 2026.
Legacy Edge Advisors bought 12,064 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.27M.
iShares Russell Mid-Cap ETF made up 3.86% of Legacy Edge Advisors's portfolio in Q2 2026, its #5 holding.
Legacy Edge Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,598 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.