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Leo Wealth LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Leo Wealth LLC’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 		$1.71M Buy
17,630
+48
+0.3% +$4.79K 0.12% 138
2025
Q4 		$1.69M Buy
17,582
+71
+0.4% +$6.83K 0.12% 134
2025
Q3 		$1.69M Buy
17,511
+58
+0.3% +$5.5K 0.22% 88
2025
Q2 		$1.61M Sell
17,453
-59
-0.3% -$5.1K 0.12% 132
2025
Q1 		$1.49M Buy
17,512
+53
+0.3% +$4.73K 0.21% 95
2024
Q4 		$1.54M Buy
17,459
+63
+0.4% +$5.72K 0.14% 122
2024
Q3 		$1.53M Buy
17,396
+74
+0.4% +$6.24K 0.14% 117
2024
Q2 		$1.4M Buy
17,322
+41
+0.2% +$3.34K 0.14% 112
2024
Q1 		$1.45M Sell
17,281
-155
-0.9% -$12.3K 0.15% 114
2023
Q4 		$1.36M Buy
+17,436
New +$1.24M 0.14% 116

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leo Wealth LLC's IWR Position: Q1 2026 in Review

Leo Wealth LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q1 2026, buying an estimated $4.79K and bringing the position to 17,630 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #138.

Leo Wealth LLC first reported a position in IWR in Q4 2023 and has held it in 10 quarters since. 1,521 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Leo Wealth LLC held 17,630 shares of iShares Russell Mid-Cap ETF worth $1.71M as of Q1 2026.
  • Leo Wealth LLC bought 48 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $4.79K.
  • iShares Russell Mid-Cap ETF made up 0.12% of Leo Wealth LLC's portfolio in Q1 2026, its #138 holding.
  • Leo Wealth LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.