Gilman Hill Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gilman Hill Asset Management’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	$2.25M	Sell	20,421 -60	-0.3%	-$6.31K	0.31%	95
2026 Q1	$1.99M	Sell	20,481 -2,000	-9%	-$200K	0.3%	93
2025 Q4	$2.16M	Sell	22,481 -7,228	-24%	-$695K	0.34%	88
2025 Q3	$2.87M	Hold	29,709	–	–	0.45%	80
2025 Q2	$2.73M	Sell	29,709 -1,700	-5%	-$147K	0.45%	78
2025 Q1	$2.67M	Buy	31,409 +1,479	+5%	+$132K	0.46%	78
2024 Q4	$2.65M	Sell	29,930 -7,335	-20%	-$666K	0.46%	80
2024 Q3	$3.28M	Sell	37,265 -150	-0.4%	-$12.6K	0.55%	68
2024 Q2	$3.03M	Hold	37,415	–	–	0.55%	70
2024 Q1	$3.15M	Sell	37,415 -2,597	-6%	-$206K	0.56%	68
2023 Q4	$3.11M	Hold	40,012	–	–	0.58%	61
2023 Q3	$2.77M	Buy	40,012 +200	+0.5%	+$14.6K	0.54%	70
2023 Q2	$2.91M	Hold	39,812	–	–	0.54%	69
2023 Q1	$2.78M	Sell	39,812 -326	-0.8%	-$23K	0.57%	64
2022 Q4	$2.71M	Buy	40,138 +8,029	+25%	+$541K	0.56%	64
2022 Q3	$2M	Hold	32,109	–	–	0.47%	71
2022 Q2	$2.08M	Buy	32,109 +247	+0.8%	+$17.6K	0.45%	72
2022 Q1	$2.49M	Hold	31,862	–	–	0.57%	57
2021 Q4	$2.65M	Hold	31,862	–	–	0.59%	49
2021 Q3	$2.49M	Hold	31,862	–	–	0.64%	49
2021 Q2	$2.52M	Sell	31,862 -380	-1%	-$29.5K	0.65%	43
2021 Q1	$2.38M	Sell	32,242 -6,765	-17%	-$489K	0.66%	47
2020 Q4	$2.67M	Hold	39,007	–	–	0.87%	36
2020 Q3	$2.24M	Sell	39,007 -100	-0.3%	-$5.69K	0.87%	37
2020 Q2	$2.1M	Buy	39,107 +10	+0%	+$501	0.84%	38
2020 Q1	$1.69M	Buy	39,097 +265	+0.7%	+$14.6K	0.82%	40
2019 Q4	$2.31M	Buy	38,832 +2,400	+7%	+$138K	0.75%	44
2019 Q3	$2.04M	Buy	36,432 +240	+0.7%	+$13.4K	0.68%	45
2019 Q2	$2.02M	Buy	36,192 +175	+0.5%	+$9.6K	0.68%	46
2019 Q1	$1.94M	Buy	36,017 +3,795	+12%	+$197K	0.68%	44
2018 Q4	$1.5M	Buy	32,222 +210	+0.7%	+$10.6K	0.63%	45
2018 Q3	$1.76M	Buy	32,012 +1,980	+7%	+$109K	0.69%	43
2018 Q2	$1.59M	Buy	30,032 +3,788	+14%	+$199K	0.65%	43
2018 Q1	$1.35M	Buy	26,244 +1,440	+6%	+$75.9K	0.59%	50
2017 Q4	$1.29M	Buy	24,804 +20	+0.1%	+$1.01K	0.53%	51
2017 Q3	$1.22M	Sell	24,784 -2,200	-8%	-$106K	0.5%	52
2017 Q2	$1.3M	Buy	26,984 +1,892	+8%	+$89.7K	0.56%	45
2017 Q1	$1.17M	Sell	25,092 -2,644	-10%	-$123K	0.51%	44
2016 Q4	$1.24M	Buy	27,736 +1,780	+7%	+$77.8K	0.46%	45
2016 Q3	$1.13M	Buy	25,956 +1,660	+7%	+$72K	0.44%	50
2016 Q2	$1.02M	Buy	24,296 +3,800	+19%	+$157K	0.42%	51
2016 Q1	$835K	Hold	20,496	–	–	0.38%	56
2015 Q4	$821K	Buy	20,496 +2,140	+12%	+$87.2K	0.4%	56
2015 Q3	$714K	Buy	18,356 +200	+1%	+$8.28K	0.37%	60
2015 Q2	$773K	Hold	18,156	–	–	0.37%	61
2015 Q1	$786K	Buy	18,156 +5,360	+42%	+$228K	0.37%	62
2014 Q4	$534K	Sell	12,796 -1,800	-12%	-$73.1K	0.27%	79
2014 Q3	$578K	Hold	14,596	–	–	0.31%	70
2014 Q2	$593K	Buy	14,596 +9,368	+179%	+$365K	0.31%	71
2014 Q1	$202K	Buy	5,228 +3,028	+138%	+$115K	0.12%	133
2013 Q4	$82K	Buy	+2,200	New	+$79.5K	0.05%	131

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return