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GHP Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GHP Investment Advisors’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 		$360K Hold
3,259
– – 0.01% 353
2026
Q1 		$317K Buy
3,259
+30
+0.9% +$3K 0.01% 352
2025
Q4 		$311K Hold
3,229
– – 0.01% 348
2025
Q3 		$312K Hold
3,229
– – 0.01% 341
2025
Q2 		$297K Buy
3,229
+266
+9% +$23K 0.01% 342
2025
Q1 		$252K Hold
2,963
– – 0.01% 349
2024
Q4 		$262K Hold
2,963
– – 0.01% 358
2024
Q3 		$261K Sell
2,963
-2,031
-41% -$171K 0.01% 357
2024
Q2 		$405K Buy
4,994
+158
+3% +$12.9K 0.02% 310
2024
Q1 		$407K Buy
4,836
+7
+0.1% +$555 0.02% 318
2023
Q4 		$375K Buy
4,829
+2,017
+72% +$143K 0.02% 329
2023
Q3 		$192K Buy
2,812
+14
+0.5% +$1.02K 0.01% 371
2023
Q2 		$206K Sell
2,798
-193
-6% -$13.4K 0.01% 370
2023
Q1 		$209K Buy
2,991
+11
+0.4% +$777 0.01% 366
2022
Q4 		$201K Buy
2,980
+27
+0.9% +$1.82K 0.01% 368
2022
Q3 		$184K Hold
2,953
– – 0.01% 363
2022
Q2 		$191K Buy
2,953
+9
+0.3% +$641 0.01% 354
2022
Q1 		$230K Buy
2,944
+7
+0.2% +$539 0.02% 343
2021
Q4 		$244K Buy
2,937
+19
+0.7% +$1.56K 0.02% 301
2021
Q3 		$228K Hold
2,918
– – 0.02% 289
2021
Q2 		$231K Buy
2,918
+12
+0.4% +$931 0.02% 283
2021
Q1 		$215K Buy
+2,906
New +$210K 0.02% 284

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

GHP Investment Advisors's IWR Position: Q2 2026 in Review

GHP Investment Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 3,259 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #353.

GHP Investment Advisors first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $407K in Q1 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • GHP Investment Advisors held 3,259 shares of iShares Russell Mid-Cap ETF worth $360K as of Q2 2026.
  • GHP Investment Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #353 holding.
  • GHP Investment Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • GHP Investment Advisors's iShares Russell Mid-Cap ETF position peaked at $407K in Q1 2024.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.