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 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 $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

LJI Wealth Management's IWR Position: Q1 2026 in Review

LJI Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.3% in Q1 2026, buying an estimated $1.32M and bringing the position to 194,469 shares worth $18.9M. The position accounts for 3.02% of the portfolio, ranked #8.

LJI Wealth Management first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. 1,513 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

LJI Wealth Management held 194,469 shares of iShares Russell Mid-Cap ETF worth $18.9M as of Q1 2026.
LJI Wealth Management bought 13,203 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.32M.
iShares Russell Mid-Cap ETF made up 3.02% of LJI Wealth Management's portfolio in Q1 2026, its #8 holding.
LJI Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
1,513 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on LJI Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.