Life Line Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Life Line Wealth Management’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 Q1	$14.4M	Buy	148,081 +116,030	+362%	+$11.6M	6.43%	6
2025 Q4	$3.09M	Buy	32,051 +432	+1%	+$41.5K	0.91%	9
2025 Q3	$3.05M	Sell	31,619 -361	-1%	-$34.2K	0.93%	9
2025 Q2	$2.94M	Sell	31,980 -4,545	-12%	-$393K	0.95%	9
2025 Q1	$3.11M	Sell	36,525 -358,955	-91%	-$32M	1.14%	11
2024 Q4	$35M	Buy	395,480 +2,115	+0.5%	+$192K	12.47%	6
2024 Q3	$34.7M	Buy	+393,365	New	+$33.1M	12.39%	5

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

Life Line Wealth Management's IWR Position: Q1 2026 in Review

Life Line Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 362% in Q1 2026, buying an estimated $11.6M and bringing the position to 148,081 shares worth $14.4M. The position accounts for 6.43% of the portfolio, ranked #6.

Life Line Wealth Management first reported a position in IWR in Q3 2024 and has held it in 7 quarters since. The position peaked at $35M in Q4 2024. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Life Line Wealth Management held 148,081 shares of iShares Russell Mid-Cap ETF worth $14.4M as of Q1 2026.
Life Line Wealth Management bought 116,030 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $11.6M.
iShares Russell Mid-Cap ETF made up 6.43% of Life Line Wealth Management's portfolio in Q1 2026, its #6 holding.
Life Line Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
Life Line Wealth Management's iShares Russell Mid-Cap ETF position peaked at $35M in Q4 2024.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Life Line Wealth Management's 13F filing for Q1 2026, filed 9 Apr 2026.