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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
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

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
CIG
Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Leslie Global Wealth's IWR Position: Q2 2026 in Review

Leslie Global Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.6% in Q2 2026, buying an estimated $79.3K and bringing the position to 12,181 shares worth $1.34M. The position accounts for 0.52% of the portfolio, ranked #25.

Leslie Global Wealth first reported a position in IWR in Q2 2024 and has held it in 9 quarters since. 497 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Leslie Global Wealth held 12,181 shares of iShares Russell Mid-Cap ETF worth $1.34M as of Q2 2026.
  • Leslie Global Wealth bought 754 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $79.3K.
  • iShares Russell Mid-Cap ETF made up 0.52% of Leslie Global Wealth's portfolio in Q2 2026, its #25 holding.
  • Leslie Global Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 497 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Leslie Global Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.