Lodestar Private Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lodestar Private Asset 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	$9.07M	Sell	93,263 -2,598	-3%	-$260K	0.89%	31
2025 Q4	$9.23M	Sell	95,861 -2,263	-2%	-$218K	0.93%	31
2025 Q3	$9.47M	Buy	98,124 +2,260	+2%	+$214K	0.99%	32
2025 Q2	$8.82M	Buy	95,864 +2,421	+3%	+$209K	1.02%	32
2025 Q1	$7.95M	Buy	93,443 +922	+1%	+$82.2K	1%	32
2024 Q4	$8.18M	Sell	92,521 -8	-0%	-$726	1.02%	31
2024 Q3	$8.16M	Sell	92,529 -1,103	-1%	-$92.9K	1.04%	32
2024 Q2	$7.59M	Sell	93,632 -710	-0.8%	-$57.8K	1.04%	31
2024 Q1	$7.93M	Sell	94,342 -2,343	-2%	-$186K	1.13%	28
2023 Q4	$7.52M	Sell	96,685 -14,191	-13%	-$1.01M	1.15%	26
2023 Q3	$7.68M	Sell	110,876 -16,506	-13%	-$1.2M	1.31%	20
2023 Q2	$9.3M	Sell	127,382 -15,468	-11%	-$1.08M	1.56%	17
2023 Q1	$9.99M	Sell	142,850 -6,333	-4%	-$447K	1.78%	15
2022 Q4	$10.1M	Buy	+149,183	New	+$10.1M	1.93%	16

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

Lodestar Private Asset Management's IWR Position: Q1 2026 in Review

Lodestar Private Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q1 2026, selling an estimated $260K and leaving 93,263 shares worth $9.07M. The position accounts for 0.89% of the portfolio, ranked #31.

Lodestar Private Asset Management first reported a position in IWR in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.1M in Q4 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Lodestar Private Asset Management held 93,263 shares of iShares Russell Mid-Cap ETF worth $9.07M as of Q1 2026.
Lodestar Private Asset Management sold 2,598 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $260K.
iShares Russell Mid-Cap ETF made up 0.89% of Lodestar Private Asset Management's portfolio in Q1 2026, its #31 holding.
Lodestar Private Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 14 quarters since.
Lodestar Private Asset Management's iShares Russell Mid-Cap ETF position peaked at $10.1M in Q4 2022.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.