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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
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Trust's IWR Position: Q2 2026 in Review

Legacy Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.7% in Q2 2026, buying an estimated $167K and bringing the position to 44,570 shares worth $4.92M. The position accounts for 0.87% of the portfolio, ranked #32.

Legacy Trust first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,597 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Legacy Trust held 44,570 shares of iShares Russell Mid-Cap ETF worth $4.92M as of Q2 2026.
  • Legacy Trust bought 1,590 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $167K.
  • iShares Russell Mid-Cap ETF made up 0.87% of Legacy Trust's portfolio in Q2 2026, its #32 holding.
  • Legacy Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,597 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.