My Legacy Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

My Legacy Advisors’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
2025 Q2	$1.04M	Buy	+11,066	New	+$956K	0.37%	81

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

My Legacy Advisors's IWR Position: Q2 2025 in Review

My Legacy Advisors opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2025: 11,066 shares worth $1.04M. The stake represents 0.37% of the portfolio and ranks #81 among its holdings.

1,440 funds tracked by Wall St. Rank hold IWR as of Q2 2025.

My Legacy Advisors held 11,066 shares of iShares Russell Mid-Cap ETF worth $1.04M as of Q2 2025.
iShares Russell Mid-Cap ETF was a new My Legacy Advisors position in Q2 2025.
iShares Russell Mid-Cap ETF made up 0.37% of My Legacy Advisors's portfolio in Q2 2025, its #81 holding.
1,440 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.