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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
Q3 		$3.79M Buy
35,536
+3,049
+9% +$337K 0.13% 122
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

GAMMA Investing's IWR Position: Q3 2026 in Review

GAMMA Investing increased its iShares Russell Mid-Cap ETF (IWR) stake by 9.4% in Q3 2026, buying an estimated $337K and bringing the position to 35,536 shares worth $3.79M. The position accounts for 0.13% of the portfolio, ranked #122.

GAMMA Investing first reported a position in IWR in Q4 2023 and has held it in 12 quarters since. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • GAMMA Investing held 35,536 shares of iShares Russell Mid-Cap ETF worth $3.79M as of Q3 2026.
  • GAMMA Investing bought 3,049 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $337K.
  • iShares Russell Mid-Cap ETF made up 0.13% of GAMMA Investing's portfolio in Q3 2026, its #122 holding.
  • GAMMA Investing first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 12 quarters since.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.