Legacy Wealth Management (Mississippi)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Legacy Wealth Management (Mississippi)’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	$362K	Buy	3,284 +3	+0.1%	+$316	0.09%	88
2026 Q1	$319K	Buy	3,281 +4	+0.1%	+$400	0.09%	87
2025 Q4	$316K	Buy	3,277 +4	+0.1%	+$385	0.08%	82
2025 Q3	$316K	Sell	3,273 -1,008	-24%	-$95.5K	0.1%	76
2025 Q2	$394K	Sell	4,281 -6,565	-61%	-$567K	0.12%	67
2025 Q1	$923K	Buy	10,846 +6,578	+154%	+$587K	0.3%	48
2024 Q4	$377K	Sell	4,268 -4,462	-51%	-$405K	0.15%	78
2024 Q3	$769K	Buy	+8,730	New	+$736K	0.28%	60

Other funds holding IWR

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return