Gables Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gables Capital 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 Q2	$21K	Hold	190	–	–	0.01%	337
2026 Q1	$18.5K	Hold	190	–	–	0.01%	314
2025 Q4	$18.3K	Hold	190	–	–	0.01%	312
2025 Q3	$18.3K	Hold	190	–	–	0.01%	311
2025 Q2	$17.5K	Hold	190	–	–	0.01%	306
2025 Q1	$16.2K	Hold	190	–	–	0.01%	317
2024 Q4	$16.8K	Hold	190	–	–	0.01%	315
2024 Q3	$16.7K	Hold	190	–	–	0.01%	321
2024 Q2	$15.4K	Hold	190	–	–	0.01%	295
2024 Q1	$16K	Hold	190	–	–	0.01%	289
2023 Q4	$14.8K	Hold	190	–	–	0.01%	282
2023 Q3	$13.2K	Hold	190	–	–	0.01%	272
2023 Q2	$13.9K	Hold	190	–	–	0.01%	280
2023 Q1	$13.3K	Hold	190	–	–	0.01%	279
2022 Q4	$12.8K	Hold	190	–	–	0.01%	273
2022 Q3	$12K	Hold	190	–	–	0.01%	271
2022 Q2	$12K	Hold	190	–	–	0.01%	282
2022 Q1	$15K	Hold	190	–	–	0.01%	277
2021 Q4	$16K	Hold	190	–	–	0.01%	275
2021 Q3	$15K	Hold	190	–	–	0.01%	281
2021 Q2	$15K	Hold	190	–	–	0.01%	283
2021 Q1	$14K	Hold	190	–	–	0.01%	304
2020 Q4	$13K	Hold	190	–	–	0.01%	301
2020 Q3	$11K	Hold	190	–	–	0.01%	309
2020 Q2	$10K	Hold	190	–	–	0.01%	292
2020 Q1	$8K	Buy	+190	New	+$10.5K	0.01%	321

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

Gables Capital Management's IWR Position: Q2 2026 in Review

Gables Capital Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 190 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #337.

Gables Capital Management first reported a position in IWR in Q1 2020 and has held it in 26 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Gables Capital Management held 190 shares of iShares Russell Mid-Cap ETF worth $21K as of Q2 2026.
Gables Capital Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Gables Capital Management's portfolio in Q2 2026, its #337 holding.
Gables Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2020 and has held it in 26 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.