LVZ Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History

LVZ Inc’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	$280K	Buy	2,536 +36	+1%	+$3.79K	0.03%	144
2026 Q1	$243K	Sell	2,500 -1,067	-30%	-$107K	0.03%	133
2025 Q4	$343K	Buy	3,567 +1,067	+43%	+$103K	0.04%	122
2025 Q3	$241K	Sell	2,500 -517	-17%	-$49K	0.03%	144
2025 Q2	$277K	Buy	3,017 +517	+21%	+$44.7K	0.03%	124
2025 Q1	$213K	Sell	2,500 -749	-23%	-$66.8K	0.03%	138
2024 Q4	$287K	Hold	3,249	–	–	0.04%	120
2024 Q3	$286K	Hold	3,249	–	–	0.04%	116
2024 Q2	$263K	Hold	3,249	–	–	0.04%	115
2024 Q1	$273K	Hold	3,249	–	–	0.04%	113
2023 Q4	$253K	Hold	3,249	–	–	0.04%	119
2023 Q3	$225K	Hold	3,249	–	–	0.04%	110
2023 Q2	$237K	Hold	3,249	–	–	0.03%	130
2023 Q1	$227K	Hold	3,249	–	–	0.03%	131
2022 Q4	$219K	Hold	3,249	–	–	0.03%	128
2022 Q3	$202K	Hold	3,249	–	–	0.04%	109
2022 Q2	$210K	Sell	3,249 -921	-22%	-$65.6K	0.04%	101
2022 Q1	$325K	Buy	4,170 +171	+4%	+$13.2K	0.05%	80
2021 Q4	$332K	Hold	3,999	–	–	0.04%	78
2021 Q3	$313K	Hold	3,999	–	–	0.04%	73
2021 Q2	$317K	Sell	3,999 -1,001	-20%	-$77.6K	0.05%	71
2021 Q1	$370K	Sell	5,000 -303	-6%	-$21.9K	0.06%	67
2020 Q4	$364K	Hold	5,303	–	–	0.06%	69
2020 Q3	$304K	Sell	5,303 -10,863	-67%	-$618K	0.06%	64
2020 Q2	$866K	Sell	16,166 -3,880	-19%	-$194K	0.19%	40
2020 Q1	$865K	Buy	+20,046	New	+$1.1M	0.21%	29

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LVZ Inc's IWR Position: Q2 2026 in Review

LVZ Inc increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.4% in Q2 2026, buying an estimated $3.79K and bringing the position to 2,536 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #144.

LVZ Inc first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. The position peaked at $866K in Q2 2020. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

LVZ Inc held 2,536 shares of iShares Russell Mid-Cap ETF worth $280K as of Q2 2026.
LVZ Inc bought 36 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.79K.
iShares Russell Mid-Cap ETF made up 0.03% of LVZ Inc's portfolio in Q2 2026, its #144 holding.
LVZ Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
LVZ Inc's iShares Russell Mid-Cap ETF position peaked at $866K in Q2 2020.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.