Lyell Wealth Management
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Lyell Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lyell Wealth Management’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
Q3 		$1.18M Buy
11,037
+525
+5% +$58.1K 0.07% 121
2026
Q2 		$1.16M Sell
10,512
-1,200
-10% -$126K 0.07% 124
2026
Q1 		$1.14M Sell
11,712
-900
-7% -$89.9K 0.08% 116
2025
Q4 		$1.21M Sell
12,612
-979
-7% -$94.1K 0.09% 111
2025
Q3 		$1.31M Sell
13,591
-24
-0.2% -$2.28K 0.1% 104
2025
Q2 		$1.25M Sell
13,615
-52
-0.4% -$4.49K 0.1% 107
2025
Q1 		$1.16M Sell
13,667
-100
-0.7% -$8.92K 0.11% 111
2024
Q4 		$1.22M Sell
13,767
-600
-4% -$54.5K 0.11% 113
2024
Q3 		$1.27M Hold
14,367
– – 0.12% 108
2024
Q2 		$1.16M Sell
14,367
-400
-3% -$32.6K 0.11% 105
2024
Q1 		$1.24M Sell
14,767
-970
-6% -$76.9K 0.13% 104
2023
Q4 		$1.22M Buy
15,737
+5,097
+48% +$362K 0.14% 104
2023
Q3 		$737K Sell
10,640
-745
-7% -$54.3K 0.1% 111
2023
Q2 		$831K Sell
11,385
-2,975
-21% -$207K 0.11% 109
2023
Q1 		$1M Buy
14,360
+240
+2% +$16.9K 0.14% 109
2022
Q4 		$952K Sell
14,120
-330
-2% -$22.3K 0.15% 104
2022
Q3 		$898K Sell
14,450
-2,550
-15% -$175K 0.15% 105
2022
Q2 		$1.1M Buy
17,000
+1,500
+10% +$107K 0.18% 101
2022
Q1 		$1.21M Buy
15,500
+3,415
+28% +$263K 0.16% 98
2021
Q4 		$1M Buy
12,085
+290
+2% +$23.8K 0.11% 107
2021
Q3 		$923K Sell
11,795
-2,515
-18% -$201K 0.11% 108
2021
Q2 		$1.13M Buy
14,310
+1,465
+11% +$114K 0.14% 96
2021
Q1 		$950K Buy
12,845
+6,725
+110% +$486K 0.14% 98
2020
Q4 		$420K Buy
+6,120
New +$390K 0.07% 123
2020
Q1 		– Sell
-3,794
Closed -$226K – 127
2019
Q4 		$226K Buy
+3,794
New +$218K 0.06% 122

Other funds holding IWR

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AMG National Trust Bank
AMG National Trust Bank Greenwood Village, Colorado $4.91B AUM 13.93% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Glenview Trust
Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Lyell Wealth Management's IWR Position: Q3 2026 in Review

Lyell Wealth Management increased its iShares Russell Mid-Cap ETF (IWR) stake by 5% in Q3 2026, buying an estimated $58.1K and bringing the position to 11,037 shares worth $1.18M. The position accounts for 0.07% of the portfolio, ranked #121.

Lyell Wealth Management first reported a position in IWR in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.31M in Q3 2025. 1,077 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Lyell Wealth Management held 11,037 shares of iShares Russell Mid-Cap ETF worth $1.18M as of Q3 2026.
  • Lyell Wealth Management bought 525 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $58.1K.
  • iShares Russell Mid-Cap ETF made up 0.07% of Lyell Wealth Management's portfolio in Q3 2026, its #121 holding.
  • Lyell Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • Lyell Wealth Management's iShares Russell Mid-Cap ETF position peaked at $1.31M in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.