Linscomb Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Linscomb Wealth’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	$3.98M	Buy	36,105 +17,960	+99%	+$1.89M	0.17%	114
2026 Q1	$1.76M	Buy	18,145 +3,885	+27%	+$388K	0.08%	156
2025 Q4	$1.37M	Sell	14,260 -136	-0.9%	-$13.1K	0.06%	158
2025 Q3	$1.39M	Sell	14,396 -1,472	-9%	-$140K	0.06%	157
2025 Q2	$1.46M	Sell	15,868 -1,688	-10%	-$146K	0.07%	152
2025 Q1	$1.49M	Hold	17,556	–	–	0.07%	153
2024 Q4	$1.55M	Sell	17,556 -224	-1%	-$20.3K	0.08%	151
2024 Q3	$1.57M	Sell	17,780 -2,564	-13%	-$216K	0.08%	145
2024 Q2	$1.65M	Sell	20,344 -116	-0.6%	-$9.44K	0.09%	141
2024 Q1	$1.72M	Hold	20,460	–	–	0.09%	137
2023 Q4	$1.59M	Hold	20,460	–	–	0.09%	138
2023 Q3	$1.42M	Hold	20,460	–	–	0.08%	139
2023 Q2	$1.49M	Sell	20,460 -1,638	-7%	-$114K	0.08%	147
2023 Q1	$1.55M	Sell	22,098 -1,354	-6%	-$95.6K	0.08%	146
2022 Q4	$1.58M	Sell	23,452 -3,187	-12%	-$215K	0.08%	148
2022 Q3	$1.66M	Buy	26,639 +2,724	+11%	+$187K	0.1%	132
2022 Q2	$1.55M	Sell	23,915 -697	-3%	-$49.6K	0.09%	137
2022 Q1	$1.92M	Sell	24,612 -586	-2%	-$45.1K	0.09%	137
2021 Q4	$2.09M	Sell	25,198 -343	-1%	-$28.2K	0.1%	127
2021 Q3	$2M	Sell	25,541 -103	-0.4%	-$8.25K	0.1%	127
2021 Q2	$2.03M	Sell	25,644 -896	-3%	-$69.5K	0.1%	126
2021 Q1	$1.96M	Sell	26,540 -105	-0.4%	-$7.59K	0.11%	122
2020 Q4	$1.83M	Sell	26,645 -296	-1%	-$18.9K	0.11%	118
2020 Q3	$1.55M	Sell	26,941 -665	-2%	-$37.9K	0.11%	120
2020 Q2	$1.48M	Buy	27,606 +810	+3%	+$40.6K	0.11%	118
2020 Q1	$1.16M	Sell	26,796 -1,618	-6%	-$89.1K	0.1%	121
2019 Q4	$1.69M	Sell	28,414 -158	-0.6%	-$9.07K	0.11%	125
2019 Q3	$1.6M	Hold	28,572	–	–	0.13%	98
2019 Q2	$1.6M	Sell	28,572 -1,514	-5%	-$83.1K	0.13%	97
2019 Q1	$1.62M	Sell	30,086 -8,639	-22%	-$448K	0.14%	94
2018 Q4	$1.8M	Buy	38,725 +25,917	+202%	+$1.31M	0.17%	87
2018 Q3	$706K	Hold	12,808	–	–	0.06%	149
2018 Q2	$679K	Hold	12,808	–	–	0.06%	151
2018 Q1	$661K	Buy	12,808 +220	+2%	+$11.6K	0.06%	145
2017 Q4	$655K	Sell	12,588 -68	-0.5%	-$3.45K	0.05%	152
2017 Q3	$624K	Hold	12,656	–	–	0.05%	148
2017 Q2	$608K	Buy	12,656 +2,684	+27%	+$127K	0.05%	147
2017 Q1	$467K	Sell	9,972 -3,296	-25%	-$153K	0.04%	170
2016 Q4	$593K	Buy	13,268 +732	+6%	+$32K	0.06%	154
2016 Q3	$546K	Hold	12,536	–	–	0.05%	154
2016 Q2	$527K	Hold	12,536	–	–	0.05%	155
2016 Q1	$511K	Hold	12,536	–	–	0.06%	155
2015 Q4	$502K	Sell	12,536 -8	-0.1%	-$326	0.06%	152
2015 Q3	$488K	Hold	12,544	–	–	0.06%	160
2015 Q2	$534K	Hold	12,544	–	–	0.06%	163
2015 Q1	$543K	Buy	12,544 +124	+1%	+$5.27K	0.06%	164
2014 Q4	$519K	Hold	12,420	–	–	0.06%	162
2014 Q3	$492K	Buy	12,420 +664	+6%	+$26.7K	0.05%	174
2014 Q2	$478K	Hold	11,756	–	–	0.05%	176
2014 Q1	$455K	Hold	11,756	–	–	0.05%	177
2013 Q4	$441K	Sell	11,756 -5,124	-30%	-$185K	0.05%	154
2013 Q3	$587K	Hold	16,880	–	–	0.08%	127
2013 Q2	$548K	Buy	+16,880	New	+$547K	0.07%	134

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

Linscomb Wealth's IWR Position: Q2 2026 in Review

Linscomb Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 99% in Q2 2026, buying an estimated $1.89M and bringing the position to 36,105 shares worth $3.98M. The position accounts for 0.17% of the portfolio, ranked #114.

Linscomb Wealth first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Linscomb Wealth held 36,105 shares of iShares Russell Mid-Cap ETF worth $3.98M as of Q2 2026.
Linscomb Wealth bought 17,960 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.89M.
iShares Russell Mid-Cap ETF made up 0.17% of Linscomb Wealth's portfolio in Q2 2026, its #114 holding.
Linscomb Wealth first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.