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

LRI 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	$161K	Hold	1,460	–	–	0.01%	370
2026 Q1	$142K	Sell	1,460 -800	-35%	-$79.9K	0.01%	346
2025 Q4	$218K	Buy	2,260 +800	+55%	+$76.9K	0.02%	267
2025 Q3	$141K	Hold	1,460	–	–	0.01%	353
2025 Q2	$134K	Hold	1,460	–	–	0.01%	367
2025 Q1	$124K	Hold	1,460	–	–	0.01%	366
2024 Q4	$129K	Hold	1,460	–	–	0.01%	370
2024 Q3	$134K	Hold	1,460	–	–	0.01%	356
2024 Q2	$118K	Hold	1,460	–	–	0.01%	352
2024 Q1	$123K	Buy	+1,460	New	+$116K	0.03%	181

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

LRI Investments's IWR Position: Q2 2026 in Review

LRI Investments held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,460 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #370.

LRI Investments first reported a position in IWR in Q1 2024 and has held it in 10 quarters since. The position peaked at $218K in Q4 2025. 810 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

LRI Investments held 1,460 shares of iShares Russell Mid-Cap ETF worth $161K as of Q2 2026.
LRI Investments left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #370 holding.
LRI Investments first reported a position in iShares Russell Mid-Cap ETF in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares Russell Mid-Cap ETF position peaked at $218K in Q4 2025.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.