GWM
IWR icon

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

Gilpin Wealth 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
Q3 		$427K Hold
4,000
– – 0.29% 81
2026
Q2 		$441K Hold
4,000
– – 0.3% 84
2026
Q1 		$389K Hold
4,000
– – 0.31% 78
2025
Q4 		$385K Buy
+4,000
New +$385K 0.31% 80

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Gilpin Wealth Management's IWR Position: Q3 2026 in Review

Gilpin Wealth Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 4,000 shares worth $427K. The position accounts for 0.29% of the portfolio, ranked #81.

Gilpin Wealth Management first reported a position in IWR in Q4 2025 and has held it in 4 quarters since. The position peaked at $441K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Gilpin Wealth Management held 4,000 shares of iShares Russell Mid-Cap ETF worth $427K as of Q3 2026.
  • Gilpin Wealth Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.29% of Gilpin Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Gilpin Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's iShares Russell Mid-Cap ETF position peaked at $441K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.