GC Wealth Management RIA’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GC Wealth Management RIA’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	$968K	Sell	8,774 -6,389	-42%	-$672K	0.06%	234
2026 Q1	$1.47M	Hold	15,163	–	–	0.06%	187
2025 Q4	$1.46M	Buy	+15,163	New	+$1.46M	0.05%	193
2024 Q2	–	Sell	-3,600	Closed	-$303K	–	275
2024 Q1	$303K	Hold	3,600	–	–	0.06%	222
2023 Q4	$280K	Buy	+3,600	New	+$256K	0.13%	166

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

GC Wealth Management RIA's IWR Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Russell Mid-Cap ETF (IWR) stake by 42% in Q2 2026, selling an estimated $672K and leaving 8,774 shares worth $968K. The position accounts for 0.06% of the portfolio, ranked #234.

GC Wealth Management RIA first reported a position in IWR in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.47M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

GC Wealth Management RIA held 8,774 shares of iShares Russell Mid-Cap ETF worth $968K as of Q2 2026.
GC Wealth Management RIA sold 6,389 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $672K.
iShares Russell Mid-Cap ETF made up 0.06% of GC Wealth Management RIA's portfolio in Q2 2026, its #234 holding.
GC Wealth Management RIA first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 5 quarters since.
GC Wealth Management RIA's iShares Russell Mid-Cap ETF position peaked at $1.47M in Q1 2026.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.