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Gallagher Fiduciary Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Sell
3,396
-89
-3% -$8.19K 0.01% 247
2025
Q1 		$296K Buy
3,485
+774
+29% +$65.8K 0.01% 241
2024
Q4 		$240K Buy
+2,711
New +$240K 0.05% 253