LMCG Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LMCG Investments’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	$561K	Hold	5,082	–	–	0.03%	186
2026 Q1	$494K	Sell	5,082 -49	-1%	-$4.89K	0.03%	183
2025 Q4	$494K	Hold	5,131	–	–	0.03%	185
2025 Q3	$495K	Hold	5,131	–	–	0.03%	186
2025 Q2	$472K	Hold	5,131	–	–	0.03%	189
2025 Q1	$436K	Sell	5,131 -460	-8%	-$41K	0.03%	195
2024 Q4	$494K	Sell	5,591 -340	-6%	-$30.9K	0.03%	197
2024 Q3	$523K	Buy	5,931 +60	+1%	+$5.05K	0.03%	184
2024 Q2	$476K	Hold	5,871	–	–	0.03%	249
2024 Q1	$494K	Hold	5,871	–	–	0.03%	253
2023 Q4	$456K	Hold	5,871	–	–	0.03%	263
2023 Q3	$407K	Sell	5,871 -220	-4%	-$16K	0.03%	268
2023 Q2	$445K	Sell	6,091 -500	-8%	-$34.8K	0.03%	258
2023 Q1	$461K	Sell	6,591 -115	-2%	-$8.12K	0.03%	259
2022 Q4	$452K	Hold	6,706	–	–	0.03%	266
2022 Q3	$417K	Hold	6,706	–	–	0.03%	284
2022 Q2	$434K	Hold	6,706	–	–	0.03%	278
2022 Q1	$523K	Buy	+6,706	New	+$516K	0.03%	280
2015 Q3	$556K	Hold	14,304	–	–	0.01%	431
2015 Q2	$609K	Buy	14,304 +28	+0.2%	+$1.22K	0.01%	395
2015 Q1	$618K	Hold	14,276	–	–	0.01%	415
2014 Q4	$596K	Hold	14,276	–	–	0.01%	408
2014 Q3	$565K	Hold	14,276	–	–	0.01%	406
2014 Q2	$580K	Buy	14,276 +9,588	+205%	+$374K	0.01%	404
2014 Q1	$181K	Buy	4,688 +56	+1%	+$2.12K	﹤0.01%	461
2013 Q4	$174K	Buy	+4,632	New	+$167K	﹤0.01%	467

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

LMCG Investments's IWR Position: Q2 2026 in Review

LMCG Investments held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,082 shares worth $561K. The position accounts for 0.03% of the portfolio, ranked #186.

LMCG Investments first reported a position in IWR in Q4 2013 and has held it in 26 quarters since. The position peaked at $618K in Q1 2015. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

LMCG Investments held 5,082 shares of iShares Russell Mid-Cap ETF worth $561K as of Q2 2026.
LMCG Investments left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.03% of LMCG Investments's portfolio in Q2 2026, its #186 holding.
LMCG Investments first reported a position in iShares Russell Mid-Cap ETF in Q4 2013 and has held it in 26 quarters since.
LMCG Investments's iShares Russell Mid-Cap ETF position peaked at $618K in Q1 2015.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.