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

LifeSteps Financial’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 		$32.2K Buy
+292
New +$30.7K 0.02% 258
2024
Q2 		– Sell
-292
Closed -$24.6K – 243
2024
Q1 		$24.6K Buy
+292
New +$23.1K 0.02% 210

Other funds holding IWR

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
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

LifeSteps Financial's IWR Position: Q2 2026 in Review

LifeSteps Financial opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 292 shares worth $32.2K. The stake represents 0.02% of the portfolio and ranks #258 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in IWR as recently as Q1 2024.

LifeSteps Financial first reported a position in IWR in Q1 2024 and has held it in 2 quarters since. 440 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • LifeSteps Financial held 292 shares of iShares Russell Mid-Cap ETF worth $32.2K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new LifeSteps Financial position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.02% of LifeSteps Financial's portfolio in Q2 2026, its #258 holding.
  • LifeSteps Financial first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 2 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.