Gateway Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gateway Wealth Partners’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	$702K	Sell	6,359 -2,045	-24%	-$215K	0.04%	387
2026 Q1	$817K	Buy	+8,404	New	+$839K	0.03%	423
2023 Q2	–	Sell	-8,535	Closed	-$597K	–	251
2023 Q1	$597K	Buy	8,535 +41	+0.5%	+$2.9K	0.09%	109
2022 Q4	$573K	Buy	+8,494	New	+$573K	0.1%	95

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

Gateway Wealth Partners's IWR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its iShares Russell Mid-Cap ETF (IWR) stake by 24% in Q2 2026, selling an estimated $215K and leaving 6,359 shares worth $702K. The position accounts for 0.04% of the portfolio, ranked #387.

Gateway Wealth Partners first reported a position in IWR in Q4 2022 and has held it in 4 quarters since. The position peaked at $817K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Gateway Wealth Partners held 6,359 shares of iShares Russell Mid-Cap ETF worth $702K as of Q2 2026.
Gateway Wealth Partners sold 2,045 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $215K.
iShares Russell Mid-Cap ETF made up 0.04% of Gateway Wealth Partners's portfolio in Q2 2026, its #387 holding.
Gateway Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 4 quarters since.
Gateway Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $817K in Q1 2026.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.