LGT Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LGT Financial Advisors’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
2025 Q4	–	Sell	-1,773	Closed	-$171K	–	321
2025 Q3	$171K	Buy	1,773 +6	+0.3%	+$569	0.37%	53
2025 Q2	$163K	Buy	1,767 +5	+0.3%	+$432	0.41%	46
2025 Q1	$150K	Buy	1,762 +5	+0.3%	+$446	0.46%	46
2024 Q4	$155K	Buy	1,757 +7	+0.4%	+$635	0.34%	57
2024 Q3	$154K	Buy	1,750 +7	+0.4%	+$590	0.38%	52
2024 Q2	$141K	Buy	1,743 +4	+0.2%	+$326	0.3%	60
2024 Q1	$146K	Buy	1,739 +5	+0.3%	+$396	0.17%	142
2023 Q4	$135K	Buy	1,734 +16	+0.9%	+$1.14K	0.16%	140
2023 Q3	$119K	Hold	1,718	–	–	0.15%	142
2023 Q2	$125K	Buy	+1,718	New	+$120K	0.13%	130
2023 Q1	–	Sell	-1,707	Closed	-$115K	–	149
2022 Q4	$115K	Buy	+1,707	New	+$115K	0.14%	116

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LGT Financial Advisors's IWR Position: Q4 2025 in Review

LGT Financial Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2025, closing a stake of 1,773 shares — an estimated $171K sold.

LGT Financial Advisors first reported a position in IWR in Q4 2022 and held it in 11 quarters. The position peaked at $171K in Q3 2025. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

LGT Financial Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 1,773 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $171K.
LGT Financial Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's iShares Russell Mid-Cap ETF position peaked at $171K in Q3 2025.
1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.