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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s IWR Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.09% in Q2 2026, buying an estimated $316 and bringing the position to 3,284 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #88.

Legacy Wealth Management (Mississippi) first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. The position peaked at $923K in Q1 2025. 1,598 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Legacy Wealth Management (Mississippi) held 3,284 shares of iShares Russell Mid-Cap ETF worth $362K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 3 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $316.
iShares Russell Mid-Cap ETF made up 0.09% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #88 holding.
Legacy Wealth Management (Mississippi) first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Mississippi)'s iShares Russell Mid-Cap ETF position peaked at $923K in Q1 2025.
1,598 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.