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

Legacy Financial 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
Q1 		$378K Hold
3,883
– – 0.05% 278
2025
Q4 		$374K Sell
3,883
-413
-10% -$39.7K 0.05% 276
2025
Q3 		$415K Sell
4,296
-420
-9% -$39.8K 0.06% 258
2025
Q2 		$434K Hold
4,716
– – 0.07% 219
2025
Q1 		$401K Hold
4,716
– – 0.07% 233
2024
Q4 		$417K Hold
4,716
– – 0.07% 220
2024
Q3 		$416K Hold
4,716
– – 0.07% 223
2024
Q2 		$382K Hold
4,716
– – 0.07% 218
2024
Q1 		$397K Sell
4,716
-103
-2% -$8.16K 0.07% 201
2023
Q4 		$375K Sell
4,819
-225
-4% -$16K 0.07% 194
2023
Q3 		$349K Sell
5,044
-157
-3% -$11.5K 0.07% 185
2023
Q2 		$380K Hold
5,201
– – 0.07% 171
2023
Q1 		$364K Sell
5,201
-1,905
-27% -$135K 0.07% 163
2022
Q4 		$479K Sell
7,106
-2,333
-25% -$157K 0.1% 117
2022
Q3 		$587K Sell
9,439
-813
-8% -$55.9K 0.14% 81
2022
Q2 		$663K Buy
10,252
+753
+8% +$53.6K 0.16% 65
2022
Q1 		$741K Hold
9,499
– – 0.17% 66
2021
Q4 		$789K Sell
9,499
-20
-0.2% -$1.64K 0.18% 57
2021
Q3 		$745K Buy
9,519
+2,001
+27% +$160K 0.18% 53
2021
Q2 		$596K Hold
7,518
– – 0.15% 60
2021
Q1 		$556K Hold
7,518
– – 0.15% 62
2020
Q4 		$515K Sell
7,518
-1,797
-19% -$114K 0.15% 60
2020
Q3 		$534K Buy
+9,315
New +$530K 0.16% 54
2020
Q1 		– Sell
-9,136
Closed -$545K – 92
2019
Q4 		$545K Hold
9,136
– – 0.17% 56
2019
Q3 		$511K Hold
9,136
– – 0.17% 58
2019
Q2 		$510K Hold
9,136
– – 0.18% 59
2019
Q1 		$493K Hold
9,136
– – 0.17% 58
2018
Q4 		$425K Hold
9,136
– – 0.16% 59
2018
Q3 		$503K Hold
9,136
– – 0.18% 51
2018
Q2 		$495K Hold
9,136
– – 0.19% 49
2018
Q1 		$471K Hold
9,136
– – 0.19% 54
2017
Q4 		$475K Buy
+9,136
New +$464K 0.2% 49

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 Financial Advisors's IWR Position: Q1 2026 in Review

Legacy Financial Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 3,883 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #278.

Legacy Financial Advisors first reported a position in IWR in Q4 2017 and has held it in 32 quarters since. The position peaked at $789K in Q4 2021. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Legacy Financial Advisors held 3,883 shares of iShares Russell Mid-Cap ETF worth $378K as of Q1 2026.
  • Legacy Financial Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap ETF made up 0.05% of Legacy Financial Advisors's portfolio in Q1 2026, its #278 holding.
  • Legacy Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 32 quarters since.
  • Legacy Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $789K in Q4 2021.
  • 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.