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LPWM LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LPWM LLC’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 		$5.46M Buy
49,499
+17
+0% +$1.79K 1.21% 16
2026
Q1 		$4.81M Buy
49,482
+335
+0.7% +$33.5K 1.21% 13
2025
Q4 		$4.73M Buy
49,147
+2,693
+6% +$259K 1.19% 15
2025
Q3 		$4.49M Buy
46,454
+4,591
+11% +$435K 1.2% 17
2025
Q2 		$3.85M Sell
41,863
-218
-0.5% -$18.8K 1.12% 19
2025
Q1 		$3.58M Sell
42,081
-864
-2% -$77.1K 1.15% 20
2024
Q4 		$3.8M Buy
42,945
+1,023
+2% +$92.9K 1.22% 20
2024
Q3 		$3.66M Buy
41,922
+867
+2% +$73K 1.2% 18
2024
Q2 		$3.32M Buy
41,055
+1,428
+4% +$116K 1.15% 18
2024
Q1 		$3.25M Buy
39,627
+2,574
+7% +$204K 1.19% 18
2023
Q4 		$2.82M Buy
37,053
+8,817
+31% +$626K 1.11% 19
2023
Q3 		$1.93M Buy
28,236
+10,271
+57% +$749K 0.87% 24
2023
Q2 		$1.32M Sell
17,965
-548
-3% -$38.1K 0.58% 25
2023
Q1 		$1.29M Sell
18,513
-248
-1% -$17.5K 0.62% 25
2022
Q4 		$1.31M Sell
18,761
-3,359
-15% -$226K 0.7% 24
2022
Q3 		$1.38M Sell
22,120
-398
-2% -$27.4K 0.82% 23
2022
Q2 		$1.5M Sell
22,518
-1,533
-6% -$109K 0.84% 20
2022
Q1 		$1.85M Sell
24,051
-792
-3% -$61K 0.92% 19
2021
Q4 		$2.06M Buy
24,843
+783
+3% +$64.3K 1.09% 14
2021
Q3 		$1.91M Buy
24,060
+525
+2% +$42.1K 1.13% 13
2021
Q2 		$1.88M Buy
23,535
+1,662
+8% +$129K 1.13% 13
2021
Q1 		$1.64M Buy
21,873
+1,113
+5% +$80.5K 1.1% 14
2020
Q4 		$1.42M Buy
20,760
+4,810
+30% +$306K 1.06% 15
2020
Q3 		$924K Buy
15,950
+1,130
+8% +$64.3K 0.75% 23
2020
Q2 		$794K Sell
14,820
-1,648
-10% -$82.6K 0.72% 25
2020
Q1 		$711K Sell
16,468
-2,892
-15% -$159K 0.77% 18
2019
Q4 		$1.15M Buy
+19,360
New +$1.11M 1.07% 15

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPWM LLC's IWR Position: Q2 2026 in Review

LPWM LLC increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.03% in Q2 2026, buying an estimated $1.79K and bringing the position to 49,499 shares worth $5.46M. The position accounts for 1.21% of the portfolio, ranked #16.

LPWM LLC first reported a position in IWR in Q4 2019 and has held it in 27 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • LPWM LLC held 49,499 shares of iShares Russell Mid-Cap ETF worth $5.46M as of Q2 2026.
  • LPWM LLC bought 17 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.79K.
  • iShares Russell Mid-Cap ETF made up 1.21% of LPWM LLC's portfolio in Q2 2026, its #16 holding.
  • LPWM LLC first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on LPWM LLC's 13F filing for Q2 2026, filed 24 Jul 2026.