LGL Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LGL Partners’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	$990K	Buy	8,978 +24	+0.3%	+$2.52K	0.36%	25
2026 Q1	$871K	Buy	8,954 +24	+0.3%	+$2.4K	0.36%	29
2025 Q4	$860K	Buy	8,930 +36	+0.4%	+$3.46K	0.37%	24
2025 Q3	$859K	Buy	8,894 +30	+0.3%	+$2.84K	0.37%	27
2025 Q2	$826K	Buy	8,864 +26	+0.3%	+$2.25K	0.37%	28
2025 Q1	$752K	Buy	8,838 +26	+0.3%	+$2.32K	0.36%	29
2024 Q4	$779K	Buy	8,812 +32	+0.4%	+$2.9K	0.11%	53
2024 Q3	$774K	Buy	8,780 +37	+0.4%	+$3.12K	0.11%	52
2024 Q2	$709K	Buy	8,743 +24	+0.3%	+$1.95K	0.1%	54
2024 Q1	$733K	Buy	8,719 +22	+0.3%	+$1.74K	0.12%	54
2023 Q4	$676K	Buy	8,697 +79	+0.9%	+$5.61K	0.09%	55
2023 Q3	$597K	Hold	8,618	–	–	0.1%	55
2023 Q2	$629K	Buy	8,618 +22	+0.3%	+$1.53K	0.11%	54
2023 Q1	$601K	Buy	8,596 +33	+0.4%	+$2.33K	0.1%	49
2022 Q4	$578K	Sell	8,563 -579	-6%	-$39K	0.1%	47
2022 Q3	$568K	Buy	9,142 +663	+8%	+$45.6K	0.12%	51
2022 Q2	$548K	Buy	8,479 +27	+0.3%	+$1.92K	0.09%	50
2022 Q1	$660K	Buy	8,452 +23	+0.3%	+$1.77K	0.09%	50
2021 Q4	$700K	Buy	8,429 +27	+0.3%	+$2.22K	0.08%	50
2021 Q3	$657K	Buy	8,402 +28	+0.3%	+$2.24K	0.4%	40
2021 Q2	$664K	Buy	8,374 +16	+0.2%	+$1.24K	0.4%	39
2021 Q1	$618K	Buy	8,358 +22	+0.3%	+$1.59K	0.35%	41
2020 Q4	$571K	Buy	8,336 +28	+0.3%	+$1.78K	0.33%	44
2020 Q3	$477K	Buy	8,308 +32	+0.4%	+$1.82K	0.29%	46
2020 Q2	$444K	Buy	8,276 +25	+0.3%	+$1.25K	0.28%	49
2020 Q1	$356K	Sell	8,251 -475	-5%	-$26.1K	0.23%	52
2019 Q4	$520K	Buy	8,726 +40	+0.5%	+$2.3K	0.17%	48
2019 Q3	$486K	Buy	8,686 +32	+0.4%	+$1.79K	0.2%	55
2019 Q2	$484K	Buy	8,654 +30	+0.3%	+$1.65K	0.19%	55
2019 Q1	$465K	Buy	8,624 +29	+0.3%	+$1.5K	0.18%	61
2018 Q4	$399K	Buy	8,595 +87	+1%	+$4.39K	0.22%	41
2018 Q3	$469K	Buy	8,508 +36	+0.4%	+$1.97K	0.22%	39
2018 Q2	$449K	Sell	8,472 -556	-6%	-$29.3K	0.21%	42
2018 Q1	$466K	Buy	9,028 +28	+0.3%	+$1.48K	0.22%	46
2017 Q4	$468K	Buy	9,000 +40	+0.4%	+$2.03K	0.21%	46
2017 Q3	$442K	Buy	8,960 +76	+0.9%	+$3.67K	0.28%	40
2017 Q2	$427K	Hold	8,884	–	–	0.23%	53
2017 Q1	$416K	Buy	8,884 +28	+0.3%	+$1.3K	0.21%	53
2016 Q4	$396K	Buy	8,856 +52	+0.6%	+$2.27K	0.22%	57
2016 Q3	$382K	Buy	8,804 +64	+0.7%	+$2.77K	0.2%	57
2016 Q2	$365K	Sell	8,740 -476	-5%	-$19.6K	0.2%	60
2016 Q1	$375K	Buy	9,216 +44	+0.5%	+$1.67K	0.19%	64
2015 Q4	$367K	Buy	+9,172	New	+$374K	0.2%	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

LGL Partners's IWR Position: Q2 2026 in Review

LGL Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.27% in Q2 2026, buying an estimated $2.52K and bringing the position to 8,978 shares worth $990K. The position accounts for 0.36% of the portfolio, ranked #25.

LGL Partners first reported a position in IWR in Q4 2015 and has held it in 43 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

LGL Partners held 8,978 shares of iShares Russell Mid-Cap ETF worth $990K as of Q2 2026.
LGL Partners bought 24 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2.52K.
iShares Russell Mid-Cap ETF made up 0.36% of LGL Partners's portfolio in Q2 2026, its #25 holding.
LGL Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on LGL Partners's 13F filing for Q2 2026, filed 27 Jul 2026.