Leslie Global Wealth
IWR icon

Leslie Global Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Leslie Global Wealth’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 		$1.31M Buy
12,251
+70
+0.6% +$7.74K 0.48% 28
2026
Q2 		$1.34M Buy
12,181
+754
+7% +$79.3K 0.52% 25
2026
Q1 		$1.11M Buy
11,427
+485
+4% +$48.4K 0.59% 22
2025
Q4 		$1.05M Buy
10,942
+366
+3% +$35.2K 0.47% 23
2025
Q3 		$1.02M Sell
10,576
-239
-2% -$22.7K 0.48% 26
2025
Q2 		$995K Buy
10,815
+366
+4% +$31.6K 0.53% 25
2025
Q1 		$889K Buy
10,449
+568
+6% +$50.7K 0.43% 27
2024
Q4 		$874K Sell
9,881
-471
-5% -$42.8K 0.41% 34
2024
Q3 		$912K Buy
10,352
+147
+1% +$12.4K 0.44% 32
2024
Q2 		$827K Buy
+10,205
New +$831K 0.48% 31

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

Leslie Global Wealth's IWR Position: Q3 2026 in Review

Leslie Global Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.57% in Q3 2026, buying an estimated $7.74K and bringing the position to 12,251 shares worth $1.31M. The position accounts for 0.48% of the portfolio, ranked #28.

Leslie Global Wealth first reported a position in IWR in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q2 2026. 1,072 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Leslie Global Wealth held 12,251 shares of iShares Russell Mid-Cap ETF worth $1.31M as of Q3 2026.
  • Leslie Global Wealth bought 70 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $7.74K.
  • iShares Russell Mid-Cap ETF made up 0.48% of Leslie Global Wealth's portfolio in Q3 2026, its #28 holding.
  • Leslie Global Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 10 quarters since.
  • Leslie Global Wealth's iShares Russell Mid-Cap ETF position peaked at $1.34M in Q2 2026.
  • 1,072 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Leslie Global Wealth's 13F filing for Q3 2026, filed 26 Oct 2026.