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

Legacy Investment Solutions’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
2025
Q2 		$37.7K Buy
+410
New +$35.4K 0.02% 178
2024
Q4 		$39.4K Buy
427
+143
+50% +$13K 0.03% 141
2024
Q3 		$26.3K Buy
+284
New +$23.9K 0.02% 181

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Investment Solutions's IWR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2025: 410 shares worth $37.7K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in IWR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in IWR in Q3 2024 and has held it in 3 quarters since. The position peaked at $39.4K in Q4 2024. 1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

  • Legacy Investment Solutions held 410 shares of iShares Russell Mid-Cap ETF worth $37.7K as of Q2 2025.
  • iShares Russell Mid-Cap ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Russell Mid-Cap ETF made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #178 holding.
  • Legacy Investment Solutions first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares Russell Mid-Cap ETF position peaked at $39.4K in Q4 2024.
  • 1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.