Gryphon Financial Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Gryphon Financial Partners’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	$5.92M	Buy	53,625 +1,826	+4%	+$192K	0.52%	35
2026 Q1	$5.04M	Buy	51,799 +3,528	+7%	+$352K	0.52%	34
2025 Q4	$4.65M	Buy	48,271 +9,465	+24%	+$910K	0.5%	30
2025 Q3	$3.75M	Sell	38,806 -6,424	-14%	-$609K	0.43%	36
2025 Q2	$4.16M	Buy	45,230 +2,484	+6%	+$215K	0.54%	28
2025 Q1	$3.64M	Buy	42,746 +1,039	+2%	+$92.7K	0.52%	29
2024 Q4	$3.69M	Buy	41,707 +4,672	+13%	+$424K	0.53%	26
2024 Q3	$3.26M	Buy	37,035 +4,036	+12%	+$340K	0.44%	35
2024 Q2	$2.68M	Buy	32,999 +1,163	+4%	+$94.7K	0.4%	37
2024 Q1	$2.68M	Buy	31,836 +5,924	+23%	+$469K	0.44%	32
2023 Q4	$2.01M	Buy	+25,912	New	+$1.84M	0.36%	44
2022 Q3	–	Sell	-848	Closed	-$55K	–	215
2022 Q2	$55K	Buy	+848	New	+$60.4K	0.01%	199
2018 Q3	–	Sell	-88	Closed	-$5K	–	504
2018 Q2	$5K	Hold	88	–	–	﹤0.01%	665
2018 Q1	$5K	Hold	88	–	–	﹤0.01%	682
2017 Q4	$5K	Buy	+88	New	+$4.47K	﹤0.01%	745

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

Gryphon Financial Partners's IWR Position: Q2 2026 in Review

Gryphon Financial Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 3.5% in Q2 2026, buying an estimated $192K and bringing the position to 53,625 shares worth $5.92M. The position accounts for 0.52% of the portfolio, ranked #35.

Gryphon Financial Partners first reported a position in IWR in Q4 2017 and has held it in 15 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Gryphon Financial Partners held 53,625 shares of iShares Russell Mid-Cap ETF worth $5.92M as of Q2 2026.
Gryphon Financial Partners bought 1,826 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $192K.
iShares Russell Mid-Cap ETF made up 0.52% of Gryphon Financial Partners's portfolio in Q2 2026, its #35 holding.
Gryphon Financial Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and has held it in 15 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.