GFA
IWR icon

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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$429K Buy
3,889
+879
+29% +$92.5K 0.01% 225
2026
Q1 		$293K Sell
3,010
-589
-16% -$58.8K 0.01% 272
2025
Q4 		$346K Buy
3,599
+46
+1% +$4.42K 0.01% 247
2025
Q3 		$343K Buy
3,553
+157
+5% +$14.9K 0.01% 234
2025
Q2 		$312K Sell
3,396
-89
-3% -$7.69K 0.01% 247
2025
Q1 		$296K Buy
3,485
+774
+29% +$69K 0.01% 241
2024
Q4 		$240K Buy
+2,711
New +$246K 0.05% 253

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gallagher Fiduciary Advisors's IWR Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 29% in Q2 2026, buying an estimated $92.5K and bringing the position to 3,889 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #225.

Gallagher Fiduciary Advisors first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Gallagher Fiduciary Advisors held 3,889 shares of iShares Russell Mid-Cap ETF worth $429K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 879 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $92.5K.
  • iShares Russell Mid-Cap ETF made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #225 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.