Live Oak Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Live Oak Private 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 Q1	$1.27M	Hold	13,084	–	–	0.18%	91
2025 Q4	$1.26M	Hold	13,084	–	–	0.17%	92
2025 Q3	$1.26M	Hold	13,084	–	–	0.18%	92
2025 Q2	$1.2M	Buy	13,084 +4,687	+56%	+$405K	0.18%	92
2025 Q1	$714K	Sell	8,397 -750	-8%	-$66.9K	0.12%	108
2024 Q4	$809K	Hold	9,147	–	–	0.14%	103
2024 Q3	$806K	Sell	9,147 -200	-2%	-$16.9K	0.13%	100
2024 Q2	$758K	Hold	9,347	–	–	0.13%	103
2024 Q1	$786K	Hold	9,347	–	–	0.14%	97
2023 Q4	$727K	Hold	9,347	–	–	0.14%	97
2023 Q3	$647K	Sell	9,347 -211	-2%	-$15.4K	0.14%	96
2023 Q2	$698K	Hold	9,558	–	–	0.14%	96
2023 Q1	$668K	Hold	9,558	–	–	0.14%	99
2022 Q4	$645K	Hold	9,558	–	–	0.13%	104
2022 Q3	$594K	Sell	9,558 -51	-0.5%	-$3.51K	0.13%	103
2022 Q2	$621K	Hold	9,609	–	–	0.13%	110
2022 Q1	$750K	Sell	9,609 -244	-2%	-$18.8K	0.15%	98
2021 Q4	$818K	Sell	9,853 -244	-2%	-$20K	0.15%	99
2021 Q3	$790K	Buy	10,097 +6,364	+170%	+$510K	0.16%	104
2021 Q2	$296K	Hold	3,733	–	–	0.07%	137
2021 Q1	$276K	Sell	3,733 -1,574	-30%	-$114K	0.07%	135
2020 Q4	$364K	Buy	+5,307	New	+$338K	0.1%	116
2020 Q1	–	Sell	-4,374	Closed	-$261K	–	84
2019 Q4	$261K	Buy	+4,374	New	+$251K	0.25%	66

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

Live Oak Private Wealth's IWR Position: Q1 2026 in Review

Live Oak Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 13,084 shares worth $1.27M. The position accounts for 0.18% of the portfolio, ranked #91.

Live Oak Private Wealth first reported a position in IWR in Q4 2019 and has held it in 23 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Live Oak Private Wealth held 13,084 shares of iShares Russell Mid-Cap ETF worth $1.27M as of Q1 2026.
Live Oak Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.18% of Live Oak Private Wealth's portfolio in Q1 2026, its #91 holding.
Live Oak Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 23 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.