Moody Lynn & Lieberson’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Moody Lynn & Lieberson’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	$873K	Sell	7,911 -125	-2%	-$13.1K	0.05%	132
2026 Q1	$781K	Hold	8,036	–	–	0.04%	132
2025 Q4	$774K	Buy	8,036 +134	+2%	+$12.9K	0.04%	134
2025 Q3	$763K	Hold	7,902	–	–	0.04%	139
2025 Q2	$727K	Hold	7,902	–	–	0.04%	143
2025 Q1	$672K	Hold	7,902	–	–	0.04%	148
2024 Q4	$699K	Hold	7,902	–	–	0.04%	145
2024 Q3	$696K	Hold	7,902	–	–	0.04%	153
2024 Q2	$641K	Hold	7,902	–	–	0.04%	146
2024 Q1	$664K	Hold	7,902	–	–	0.04%	144
2023 Q4	$614K	Hold	7,902	–	–	0.05%	144
2023 Q3	$547K	Hold	7,902	–	–	0.05%	138
2023 Q2	$577K	Hold	7,902	–	–	0.05%	140
2023 Q1	$553K	Hold	7,902	–	–	0.05%	146
2022 Q4	$532K	Hold	7,902	–	–	0.05%	155
2022 Q3	$491K	Hold	7,902	–	–	0.05%	145
2022 Q2	$511K	Hold	7,902	–	–	0.05%	145
2022 Q1	$617K	Sell	7,902 -124	-2%	-$9.54K	0.05%	141
2021 Q4	$666K	Hold	8,026	–	–	0.04%	153
2021 Q3	$628K	Hold	8,026	–	–	0.05%	146
2021 Q2	$636K	Hold	8,026	–	–	0.05%	140
2021 Q1	$593K	Buy	+8,026	New	+$580K	0.05%	144

Other funds holding IWR

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

Moody Lynn & Lieberson's IWR Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q2 2026, selling an estimated $13.1K and leaving 7,911 shares worth $873K. The position accounts for 0.05% of the portfolio, ranked #132.

Moody Lynn & Lieberson first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Moody Lynn & Lieberson held 7,911 shares of iShares Russell Mid-Cap ETF worth $873K as of Q2 2026.
Moody Lynn & Lieberson sold 125 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.1K.
iShares Russell Mid-Cap ETF made up 0.05% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #132 holding.
Moody Lynn & Lieberson first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.