GGM Financials’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GGM Financials’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	$1.94M	Sell	17,549 -125,099	-88%	-$13.2M	0.73%	22
2026 Q1	$13.9M	Buy	142,648 +4,330	+3%	+$433K	6.38%	4
2025 Q4	$13.3M	Buy	138,318 +614	+0.4%	+$59K	6.47%	4
2025 Q3	$13.3M	Buy	137,704 +5,872	+4%	+$557K	6.7%	4
2025 Q2	$12.1M	Buy	131,832 +8,406	+7%	+$726K	7.04%	4
2025 Q1	$10.5M	Buy	123,426 +121,159	+5,344%	+$10.8M	7.17%	4
2024 Q4	$200K	Buy	+2,267	New	+$206K	0.21%	55

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

GGM Financials's IWR Position: Q2 2026 in Review

GGM Financials reduced its iShares Russell Mid-Cap ETF (IWR) stake by 88% in Q2 2026, selling an estimated $13.2M and leaving 17,549 shares worth $1.94M. The position accounts for 0.73% of the portfolio, ranked #22.

GGM Financials first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.9M in Q1 2026. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

GGM Financials held 17,549 shares of iShares Russell Mid-Cap ETF worth $1.94M as of Q2 2026.
GGM Financials sold 125,099 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $13.2M.
iShares Russell Mid-Cap ETF made up 0.73% of GGM Financials's portfolio in Q2 2026, its #22 holding.
GGM Financials first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
GGM Financials's iShares Russell Mid-Cap ETF position peaked at $13.9M in Q1 2026.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on GGM Financials's 13F filing for Q2 2026, filed 23 Jul 2026.