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

Legacy Trust’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 		$4.18M Buy
42,980
+70
+0.2% +$6.99K 0.8% 36
2025
Q4 		$4.13M Buy
42,910
+20,370
+90% +$1.96M 0.77% 34
2025
Q3 		$2.18M Buy
22,540
+725
+3% +$68.7K 0.43% 51
2025
Q2 		$2.01M Buy
21,815
+450
+2% +$38.9K 0.49% 51
2025
Q1 		$1.82M Buy
21,365
+1,825
+9% +$163K 0.44% 59
2024
Q4 		$1.73M Buy
19,540
+550
+3% +$49.9K 0.4% 63
2024
Q3 		$1.67M Hold
18,990
– – 0.38% 66
2024
Q2 		$1.54M Sell
18,990
-65
-0.3% -$5.29K 0.38% 65
2024
Q1 		$1.6M Sell
19,055
-2,660
-12% -$211K 0.4% 64
2023
Q4 		$1.69M Sell
21,715
-1,165
-5% -$82.8K 0.44% 62
2023
Q3 		$1.58M Sell
22,880
-1,570
-6% -$115K 0.46% 64
2023
Q2 		$1.79M Sell
24,450
-1,300
-5% -$90.4K 0.49% 63
2023
Q1 		$1.8M Buy
25,750
+935
+4% +$66K 0.54% 62
2022
Q4 		$1.67M Buy
+24,815
New +$1.67M 0.52% 62

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 Trust's IWR Position: Q1 2026 in Review

Legacy Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.16% in Q1 2026, buying an estimated $6.99K and bringing the position to 42,980 shares worth $4.18M. The position accounts for 0.8% of the portfolio, ranked #36.

Legacy Trust first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Legacy Trust held 42,980 shares of iShares Russell Mid-Cap ETF worth $4.18M as of Q1 2026.
  • Legacy Trust bought 70 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $6.99K.
  • iShares Russell Mid-Cap ETF made up 0.8% of Legacy Trust's portfolio in Q1 2026, its #36 holding.
  • Legacy Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.