GAMMA Investing’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GAMMA Investing’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	$3.58M	Buy	32,487 +2,678	+9%	+$282K	0.13%	124
2026 Q1	$2.9M	Buy	29,809 +1,969	+7%	+$197K	0.14%	125
2025 Q4	$2.68M	Buy	27,840 +621	+2%	+$59.7K	0.13%	120
2025 Q3	$2.63M	Buy	27,219 +1,208	+5%	+$115K	0.14%	111
2025 Q2	$2.39M	Buy	26,011 +75	+0.3%	+$6.48K	0.15%	111
2025 Q1	$2.21M	Buy	25,936 +1,255	+5%	+$112K	0.17%	105
2024 Q4	$2.18M	Buy	24,681 +4,016	+19%	+$365K	0.19%	94
2024 Q3	$1.82M	Buy	20,665 +3,505	+20%	+$295K	0.18%	104
2024 Q2	$1.39M	Buy	17,160 +2,711	+19%	+$221K	0.19%	94
2024 Q1	$1.22M	Buy	14,449 +8,610	+147%	+$682K	0.25%	62
2023 Q4	$447K	Buy	+5,839	New	+$415K	0.12%	147

Other funds holding IWR

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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

CIG

Consolidated Investment Group Englewood, Colorado $1.15B AUM 55.26% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

GAMMA Investing's IWR Position: Q2 2026 in Review

GAMMA Investing increased its iShares Russell Mid-Cap ETF (IWR) stake by 9% in Q2 2026, buying an estimated $282K and bringing the position to 32,487 shares worth $3.58M. The position accounts for 0.13% of the portfolio, ranked #124.

GAMMA Investing first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 472 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

GAMMA Investing held 32,487 shares of iShares Russell Mid-Cap ETF worth $3.58M as of Q2 2026.
GAMMA Investing bought 2,678 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $282K.
iShares Russell Mid-Cap ETF made up 0.13% of GAMMA Investing's portfolio in Q2 2026, its #124 holding.
GAMMA Investing first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
472 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.