LPL Financial
IWR icon

LPL Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LPL Financial’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 		$365M Buy
3,755,593
+235,527
+7% +$23.5M 0.1% 211
2025
Q4 		$339M Buy
3,520,066
+313,199
+10% +$30.1M 0.09% 206
2025
Q3 		$310M Buy
3,206,867
+157,225
+5% +$14.9M 0.09% 205
2025
Q2 		$280M Buy
3,049,642
+57,050
+2% +$4.93M 0.09% 201
2025
Q1 		$255M Buy
2,992,592
+350,651
+13% +$31.3M 0.1% 196
2024
Q4 		$234M Buy
2,641,941
+28,075
+1% +$2.55M 0.09% 187
2024
Q3 		$230M Sell
2,613,866
-517,025
-17% -$43.6M 0.1% 176
2024
Q2 		$254M Buy
3,130,891
+84,394
+3% +$6.87M 0.13% 146
2024
Q1 		$256M Buy
3,046,497
+97,813
+3% +$7.75M 0.14% 140
2023
Q4 		$229M Buy
2,948,684
+199,679
+7% +$14.2M 0.14% 139
2023
Q3 		$190M Buy
2,749,005
+115,608
+4% +$8.43M 0.13% 138
2023
Q2 		$192M Buy
2,633,397
+74,004
+3% +$5.15M 0.14% 129
2023
Q1 		$179M Sell
2,559,393
-8,504
-0.3% -$600K 0.14% 133
2022
Q4 		$173M Buy
2,567,897
+43,054
+2% +$2.9M 0.15% 129
2022
Q3 		$157M Buy
2,524,843
+81,896
+3% +$5.63M 0.15% 130
2022
Q2 		$158M Buy
2,442,947
+570,576
+30% +$40.6M 0.15% 131
2022
Q1 		$146M Sell
1,872,371
-51,005
-3% -$3.93M 0.13% 157
2021
Q4 		$160M Buy
1,923,376
+109,054
+6% +$8.95M 0.13% 141
2021
Q3 		$142M Buy
1,814,322
+104,636
+6% +$8.38M 0.13% 146
2021
Q2 		$135M Buy
1,709,686
+25,607
+2% +$1.99M 0.14% 139
2021
Q1 		$125M Sell
1,684,079
-17,153
-1% -$1.24M 0.14% 134
2020
Q4 		$117M Sell
1,701,232
-21,042
-1% -$1.34M 0.15% 129
2020
Q3 		$98.8M Sell
1,722,274
-39,590
-2% -$2.25M 0.15% 133
2020
Q2 		$94.4M Sell
1,761,864
-100,399
-5% -$5.03M 0.16% 125
2020
Q1 		$80.4M Sell
1,862,263
-90,833
-5% -$5M 0.17% 113
2019
Q4 		$116M Sell
1,953,096
-82,998
-4% -$4.77M 0.21% 91
2019
Q3 		$114M Buy
2,036,094
+18,342
+0.9% +$1.03M 0.23% 87
2019
Q2 		$113M Buy
2,017,752
+72,586
+4% +$3.98M 0.24% 85
2019
Q1 		$105M Buy
1,945,166
+15,769
+0.8% +$817K 0.24% 82
2018
Q4 		$89.7M Sell
1,929,397
-43,079
-2% -$2.17M 0.24% 86
2018
Q3 		$109M Buy
1,972,476
+51,648
+3% +$2.83M 0.26% 72
2018
Q2 		$102M Buy
1,920,828
+10,536
+0.6% +$555K 0.27% 75
2018
Q1 		$98.6M Buy
1,910,292
+39,632
+2% +$2.09M 0.27% 73
2017
Q4 		$97.3M Buy
1,870,660
+91,656
+5% +$4.65M 0.3% 66
2017
Q3 		$87.7M Buy
1,779,004
+51,440
+3% +$2.48M 0.31% 66
2017
Q2 		$83M Buy
1,727,564
+1,686,860
+4,144% +$80M 0.31% 68
2017
Q1 		$1.9M Buy
40,704
+3,888
+11% +$180K 0.01% 870
2016
Q4 		$1.65M Buy
36,816
+3,016
+9% +$132K 0.01% 899
2016
Q3 		$1.47M Buy
33,800
+2,948
+10% +$128K 0.01% 931
2016
Q2 		$1.3M Sell
30,852
-3,609,044
-99% -$149M 0.01% 1008
2016
Q1 		$146M Sell
3,639,896
-126,340
-3% -$4.81M 0.41% 46
2015
Q4 		$149M Buy
3,766,236
+1,945,492
+107% +$79.3M 0.41% 40
2015
Q3 		$73.3M Sell
1,820,744
-35,736
-2% -$1.48M 0.4% 45
2015
Q2 		$78.8M Sell
1,856,480
-43,728
-2% -$1.9M 0.4% 47
2015
Q1 		$81.9M Buy
1,900,208
+232,504
+14% +$9.88M 0.42% 43
2014
Q4 		$69.6M Buy
1,667,704
+31,984
+2% +$1.3M 0.38% 51
2014
Q3 		$63.9M Buy
1,635,720
+78,372
+5% +$3.16M 0.38% 53
2014
Q2 		$63.3M Buy
1,557,348
+37,272
+2% +$1.45M 0.37% 53
2014
Q1 		$58.8M Buy
1,520,076
+28,256
+2% +$1.07M 0.36% 53
2013
Q4 		$55.9M Buy
1,491,820
+98,916
+7% +$3.57M 0.35% 57
2013
Q3 		$49.1M Buy
1,392,904
+98,428
+8% +$3.36M 0.33% 60
2013
Q2 		$42M Buy
+1,294,476
New +$42M 0.3% 66

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's IWR Position: Q1 2026 in Review

LPL Financial increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.7% in Q1 2026, buying an estimated $23.5M and bringing the position to 3,755,593 shares worth $365M. The position accounts for 0.1% of the portfolio, ranked #211.

LPL Financial first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • LPL Financial held 3,755,593 shares of iShares Russell Mid-Cap ETF worth $365M as of Q1 2026.
  • LPL Financial bought 235,527 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $23.5M.
  • iShares Russell Mid-Cap ETF made up 0.1% of LPL Financial's portfolio in Q1 2026, its #211 holding.
  • LPL Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.