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

LJI 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 Q2	$21.2M	Sell	192,587 -1,882	-1%	-$198K	2.98%	7
2026 Q1	$18.9M	Buy	194,469 +13,203	+7%	+$1.32M	3.02%	8
2025 Q4	$17.5M	Buy	181,266 +21,187	+13%	+$2.04M	2.66%	8
2025 Q3	$15.5M	Sell	160,079 -3,990	-2%	-$378K	2.7%	8
2025 Q2	$15.1M	Buy	164,069 +3,098	+2%	+$268K	2.63%	8
2025 Q1	$13.7M	Buy	160,971 +13,281	+9%	+$1.18M	2.73%	9
2024 Q4	$13.1M	Sell	147,690 -6,802	-4%	-$617K	2.57%	10
2024 Q3	$13.6M	Buy	154,492 +8,973	+6%	+$756K	2.78%	9
2024 Q2	$11.8M	Buy	145,519 +3,972	+3%	+$323K	2.61%	10
2024 Q1	$11.9M	Buy	141,547 +6,910	+5%	+$548K	3.08%	8
2023 Q4	$10.5M	Sell	134,637 -276	-0.2%	-$19.6K	2.71%	10
2023 Q3	$9.34M	Buy	134,913 +5,388	+4%	+$393K	2.69%	10
2023 Q2	$9.46M	Buy	129,525 +3,838	+3%	+$267K	2.75%	9
2023 Q1	$8.79M	Buy	125,687 +5,977	+5%	+$422K	2.78%	9
2022 Q4	$8.07M	Buy	+119,710	New	+$8.07M	2.83%	8

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

LJI Wealth Management's IWR Position: Q2 2026 in Review

LJI Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.97% in Q2 2026, selling an estimated $198K and leaving 192,587 shares worth $21.2M. The position accounts for 2.98% of the portfolio, ranked #7.

LJI Wealth Management first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

LJI Wealth Management held 192,587 shares of iShares Russell Mid-Cap ETF worth $21.2M as of Q2 2026.
LJI Wealth Management sold 1,882 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $198K.
iShares Russell Mid-Cap ETF made up 2.98% of LJI Wealth Management's portfolio in Q2 2026, its #7 holding.
LJI Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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