Lynx Investment Advisory’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Lynx Investment Advisory’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	$371K	Sell	3,367 -1,199	-26%	-$126K	0.12%	164
2026 Q1	$444K	Buy	4,566 +1	+0%	+$100	0.21%	106
2025 Q4	$440K	Buy	+4,565	New	+$439K	0.24%	97
2024 Q3	–	Sell	-236	Closed	-$19.2K	–	447
2024 Q2	$19.2K	Buy	+236	New	+$19.2K	0.01%	340

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

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

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

Lynx Investment Advisory's IWR Position: Q2 2026 in Review

Lynx Investment Advisory reduced its iShares Russell Mid-Cap ETF (IWR) stake by 26% in Q2 2026, selling an estimated $126K and leaving 3,367 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #164.

Lynx Investment Advisory first reported a position in IWR in Q2 2024 and has held it in 4 quarters since. The position peaked at $444K in Q1 2026. 709 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Lynx Investment Advisory held 3,367 shares of iShares Russell Mid-Cap ETF worth $371K as of Q2 2026.
Lynx Investment Advisory sold 1,199 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $126K.
iShares Russell Mid-Cap ETF made up 0.12% of Lynx Investment Advisory's portfolio in Q2 2026, its #164 holding.
Lynx Investment Advisory first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 4 quarters since.
Lynx Investment Advisory's iShares Russell Mid-Cap ETF position peaked at $444K in Q1 2026.
709 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.