Lutz Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $436K | Sell |
3,949
-116
| -3% | -$12.2K | 0.03% | 87 |
|
|
2026
Q1 | $395K | Hold |
4,065
| – | – | 0.03% | 86 |
|
|
2025
Q4 | $391K | Hold |
4,065
| – | – | 0.03% | 86 |
|
|
2025
Q3 | $393K | Sell |
4,065
-3
| -0.1% | -$284 | 0.03% | 79 |
|
|
2025
Q2 | $374K | Hold |
4,068
| – | – | 0.03% | 78 |
|
|
2025
Q1 | $346K | Hold |
4,068
| – | – | 0.03% | 77 |
|
|
2024
Q4 | $360K | Hold |
4,068
| – | – | 0.03% | 77 |
|
|
2024
Q3 | $359K | Hold |
4,068
| – | – | 0.03% | 74 |
|
|
2024
Q2 | $330K | Hold |
4,068
| – | – | 0.03% | 76 |
|
|
2024
Q1 | $342K | Hold |
4,068
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $316K | Sell |
4,068
-46
| -1% | -$3.27K | 0.03% | 73 |
|
|
2023
Q3 | $285K | Sell |
4,114
-221
| -5% | -$16.1K | 0.03% | 70 |
|
|
2023
Q2 | $317K | Buy |
4,335
+22
| +0.5% | +$1.53K | 0.03% | 68 |
|
|
2023
Q1 | $302K | Hold |
4,313
| – | – | 0.03% | 69 |
|
|
2022
Q4 | $291K | Buy |
4,313
+35
| +0.8% | +$2.36K | 0.04% | 68 |
|
|
2022
Q3 | $266K | Hold |
4,278
| – | – | 0.04% | 65 |
|
|
2022
Q2 | $277K | Buy |
4,278
+12
| +0.3% | +$854 | 0.04% | 63 |
|
|
2022
Q1 | $333K | Buy |
4,266
+10
| +0.2% | +$770 | 0.04% | 56 |
|
|
2021
Q4 | $353K | Buy |
4,256
+23
| +0.5% | +$1.89K | 0.04% | 58 |
|
|
2021
Q3 | $331K | Hold |
4,233
| – | – | 0.04% | 60 |
|
|
2021
Q2 | $335K | Buy |
4,233
+16
| +0.4% | +$1.24K | 0.04% | 59 |
|
|
2021
Q1 | $312K | Sell |
4,217
-222
| -5% | -$16K | 0.05% | 56 |
|
|
2020
Q4 | $304K | Sell |
4,439
-211
| -5% | -$13.4K | 0.05% | 56 |
|
|
2020
Q3 | $267K | Buy |
4,650
+14
| +0.3% | +$797 | 0.05% | 57 |
|
|
2020
Q2 | $248K | Sell |
4,636
-83
| -2% | -$4.16K | 0.05% | 56 |
|
|
2020
Q1 | $204K | Sell |
4,719
-115
| -2% | -$6.33K | 0.05% | 61 |
|
|
2019
Q4 | $288K | Buy |
4,834
+31
| +0.6% | +$1.78K | 0.05% | 66 |
|
|
2019
Q3 | $269K | Hold |
4,803
| – | – | 0.05% | 66 |
|
|
2019
Q2 | $268K | Buy |
4,803
+13
| +0.3% | +$713 | 0.05% | 64 |
|
|
2019
Q1 | $258K | Buy |
4,790
+13
| +0.3% | +$673 | 0.05% | 59 |
|
|
2018
Q4 | $222K | Sell |
4,777
-71
| -1% | -$3.58K | 0.05% | 61 |
|
|
2018
Q3 | $267K | Buy |
4,848
+16
| +0.3% | +$877 | 0.06% | 49 |
|
|
2018
Q2 | $256K | Hold |
4,832
| – | – | 0.07% | 41 |
|
|
2018
Q1 | $249K | Buy |
4,832
+12
| +0.2% | +$632 | 0.07% | 42 |
|
|
2017
Q4 | $251K | Buy |
+4,820
| New | +$245K | 0.07% | 47 |
|
Other funds holding IWR
Lutz Financial Services's IWR Position: Q2 2026 in Review
Lutz Financial Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.9% in Q2 2026, selling an estimated $12.2K and leaving 3,949 shares worth $436K. The position accounts for 0.03% of the portfolio, ranked #87.
Lutz Financial Services first reported a position in IWR in Q4 2017 and has held it in 35 quarters since. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Lutz Financial Services held 3,949 shares of iShares Russell Mid-Cap ETF worth $436K as of Q2 2026.
- Lutz Financial Services sold 116 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $12.2K.
- iShares Russell Mid-Cap ETF made up 0.03% of Lutz Financial Services's portfolio in Q2 2026, its #87 holding.
- Lutz Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Lutz Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.