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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
Q3 		$5.32M Buy
48,380
+3,810
+9% +$422K 0.89% 30
2026
Q2 		$4.92M Buy
44,570
+1,590
+4% +$167K 0.87% 32
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

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Legacy Trust's IWR Position: Q3 2026 in Review

Legacy Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 8.5% in Q3 2026, buying an estimated $422K and bringing the position to 48,380 shares worth $5.32M. The position accounts for 0.89% of the portfolio, ranked #30.

Legacy Trust first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. 1,072 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Legacy Trust held 48,380 shares of iShares Russell Mid-Cap ETF worth $5.32M as of Q3 2026.
  • Legacy Trust bought 3,810 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $422K.
  • iShares Russell Mid-Cap ETF made up 0.89% of Legacy Trust's portfolio in Q3 2026, its #30 holding.
  • Legacy Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,072 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.