GWN Securities’s iShares Russell Mid-Cap ETF IWR Stock Holding History

GWN Securities’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	$850K	Sell	7,701 -136	-2%	-$14.3K	0.14%	183
2026 Q1	$762K	Sell	7,837 -280	-3%	-$28K	0.15%	177
2025 Q4	$781K	Sell	8,117 -632	-7%	-$60.8K	0.16%	155
2025 Q3	$846K	Buy	8,749 +82	+0.9%	+$7.77K	0.2%	127
2025 Q2	$799K	Sell	8,667 -12,855	-60%	-$1.11M	0.15%	140
2025 Q1	$1.83M	Buy	+21,522	New	+$1.92M	0.1%	210

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

GWN Securities's IWR Position: Q2 2026 in Review

GWN Securities reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.7% in Q2 2026, selling an estimated $14.3K and leaving 7,701 shares worth $850K. The position accounts for 0.14% of the portfolio, ranked #183.

GWN Securities first reported a position in IWR in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q1 2025. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

GWN Securities held 7,701 shares of iShares Russell Mid-Cap ETF worth $850K as of Q2 2026.
GWN Securities sold 136 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $14.3K.
iShares Russell Mid-Cap ETF made up 0.14% of GWN Securities's portfolio in Q2 2026, its #183 holding.
GWN Securities first reported a position in iShares Russell Mid-Cap ETF in Q1 2025 and has held it in 6 quarters since.
GWN Securities's iShares Russell Mid-Cap ETF position peaked at $1.83M in Q1 2025.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.