LSWP
IWR icon

Liberty Square Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Liberty Square Wealth 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 		$301K Hold
2,728
– – 0.07% 108
2026
Q1 		$265K Sell
2,728
-54
-2% -$5.39K 0.07% 117
2025
Q4 		$268K Hold
2,782
– – 0.08% 117
2025
Q3 		$269K Hold
2,782
– – 0.08% 122
2025
Q2 		$256K Hold
2,782
– – 0.09% 122
2025
Q1 		$237K Hold
2,782
– – 0.09% 129
2024
Q4 		$257K Buy
+2,782
New +$253K 0.09% 122

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

Liberty Square Wealth Partners's IWR Position: Q2 2026 in Review

Liberty Square Wealth Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,728 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #108.

Liberty Square Wealth Partners first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Liberty Square Wealth Partners held 2,728 shares of iShares Russell Mid-Cap ETF worth $301K as of Q2 2026.
  • Liberty Square Wealth Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.07% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #108 holding.
  • Liberty Square Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.