GM Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$334K Sell
3,437
-10,876
-76% -$1.09M 0.01% 287
2025
Q4
$1.38M Sell
14,313
-120
-0.8% -$11.5K 0.05% 137
2025
Q3
$1.39M Buy
14,433
+5
+0% +$474 0.06% 127
2025
Q2
$1.33M Buy
14,428
+422
+3% +$36.5K 0.07% 124
2025
Q1
$1.19M Buy
14,006
+304
+2% +$27.1K 0.06% 116
2024
Q4
$1.21M Buy
13,702
+584
+4% +$53K 0.07% 108
2024
Q3
$1.16M Buy
13,118
+2,418
+23% +$204K 0.07% 107
2024
Q2
$868K Buy
+10,700
New +$871K 0.06% 122

Other funds holding IWR

GM Advisory Group's IWR Position: Q1 2026 in Review

GM Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 76% in Q1 2026, selling an estimated $1.09M and leaving 3,437 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #287.

GM Advisory Group first reported a position in IWR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.39M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • GM Advisory Group held 3,437 shares of iShares Russell Mid-Cap ETF worth $334K as of Q1 2026.
  • GM Advisory Group sold 10,876 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.09M.
  • iShares Russell Mid-Cap ETF made up 0.01% of GM Advisory Group's portfolio in Q1 2026, its #287 holding.
  • GM Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • GM Advisory Group's iShares Russell Mid-Cap ETF position peaked at $1.39M in Q3 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.