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Gerber LLC’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gerber LLC’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 		$290K Buy
+2,630
New +$277K 0.14% 68

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gerber LLC's IWR Position: Q2 2026 in Review

Gerber LLC opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 2,630 shares worth $290K. The stake represents 0.14% of the portfolio and ranks #68 among its holdings.

902 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Gerber LLC held 2,630 shares of iShares Russell Mid-Cap ETF worth $290K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Gerber LLC position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.14% of Gerber LLC's portfolio in Q2 2026, its #68 holding.
  • 902 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.