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Whitegate Investment Counselors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Whitegate Investment Counselors’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
Q1 		$4.72M Sell
48,589
-1,170
-2% -$117K 1.5% 20
2025
Q4 		$4.79M Buy
49,759
+4,144
+9% +$398K 1.5% 20
2025
Q3 		$4.4M Buy
45,615
+24
+0.1% +$2.27K 1.45% 20
2025
Q2 		$4.19M Buy
45,591
+21
+0% +$1.81K 1.42% 20
2025
Q1 		$3.88M Sell
45,570
-29
-0.1% -$2.59K 1.38% 22
2024
Q4 		$4.03M Sell
45,599
-835
-2% -$75.8K 1.38% 22
2024
Q3 		$4.09M Sell
46,434
-2,310
-5% -$195K 1.09% 24
2024
Q2 		$3.95M Sell
48,744
-44
-0.1% -$3.58K 1.12% 25
2024
Q1 		$4.1M Sell
48,788
-330
-0.7% -$26.1K 1.16% 25
2023
Q4 		$3.82M Sell
49,118
-154
-0.3% -$10.9K 1.16% 25
2023
Q3 		$3.41M Sell
49,272
-20
-0% -$1.46K 1.14% 25
2023
Q2 		$3.6M Sell
49,292
-13,091
-21% -$911K 1.18% 24
2023
Q1 		$4.36M Buy
62,383
+518
+0.8% +$36.6K 1.41% 24
2022
Q4 		$4.17M Buy
61,865
+2,381
+4% +$161K 1.42% 22
2022
Q3 		$3.7M Buy
59,484
+1,684
+3% +$116K 1.4% 23
2022
Q2 		$3.74M Sell
57,800
-6,449
-10% -$459K 1.37% 22
2022
Q1 		$5.01M Buy
64,249
+4,471
+7% +$344K 1.55% 23
2021
Q4 		$4.96M Buy
59,778
+8,184
+16% +$672K 1.46% 23
2021
Q3 		$4.04M Sell
51,594
-1,043
-2% -$83.6K 0.57% 49
2021
Q2 		$4.17M Sell
52,637
-478
-0.9% -$37.1K 0.59% 48
2021
Q1 		$3.93M Sell
53,115
-960
-2% -$69.4K 0.6% 52
2020
Q4 		$3.71M Sell
54,075
-1,606
-3% -$102K 0.6% 50
2020
Q3 		$3.19M Sell
55,681
-1,853
-3% -$105K 0.58% 50
2020
Q2 		$3.08M Sell
57,534
-583
-1% -$29.2K 0.62% 51
2020
Q1 		$2.51M Sell
58,117
-350
-0.6% -$19.3K 0.61% 55
2019
Q4 		$3.49M Buy
58,467
+1,138
+2% +$65.3K 0.63% 54
2019
Q3 		$3.21M Buy
57,329
+170
+0.3% +$9.5K 0.63% 59
2019
Q2 		$3.19M Sell
57,159
-724
-1% -$39.7K 0.64% 60
2019
Q1 		$3.12M Buy
57,883
+3,959
+7% +$205K 0.65% 61
2018
Q4 		$2.51M Sell
53,924
-48
-0.1% -$2.42K 0.58% 63
2018
Q3 		$2.98M Sell
53,972
-1,968
-4% -$108K 0.61% 60
2018
Q2 		$2.97M Buy
55,940
+56
+0.1% +$2.95K 0.61% 57
2018
Q1 		$2.88M Sell
55,884
-2,628
-4% -$138K 0.61% 56
2017
Q4 		$3.04M Buy
58,512
+224
+0.4% +$11.4K 0.64% 55
2017
Q3 		$2.87M Buy
58,288
+1,528
+3% +$73.8K 0.63% 57
2017
Q2 		$2.73M Sell
56,760
-3,200
-5% -$152K 0.62% 60
2017
Q1 		$2.81M Buy
59,960
+380
+0.6% +$17.6K 0.67% 57
2016
Q4 		$2.66M Buy
59,580
+576
+1% +$25.2K 0.71% 54
2016
Q3 		$2.57M Buy
59,004
+168
+0.3% +$7.28K 0.7% 49
2016
Q2 		$2.47M Buy
+58,836
New +$2.43M 0.69% 51
2014
Q1 		$2.8M Buy
+68,636
New +$2.6M 0.77% 42

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Whitegate Investment Counselors's IWR Position: Q1 2026 in Review

Whitegate Investment Counselors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.4% in Q1 2026, selling an estimated $117K and leaving 48,589 shares worth $4.72M. The position accounts for 1.5% of the portfolio, ranked #20.

Whitegate Investment Counselors first reported a position in IWR in Q1 2014 and has held it in 41 quarters since. The position peaked at $5.01M in Q1 2022. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Whitegate Investment Counselors held 48,589 shares of iShares Russell Mid-Cap ETF worth $4.72M as of Q1 2026.
  • Whitegate Investment Counselors sold 1,170 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $117K.
  • iShares Russell Mid-Cap ETF made up 1.5% of Whitegate Investment Counselors's portfolio in Q1 2026, its #20 holding.
  • Whitegate Investment Counselors first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 41 quarters since.
  • Whitegate Investment Counselors's iShares Russell Mid-Cap ETF position peaked at $5.01M in Q1 2022.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Whitegate Investment Counselors's 13F filing for Q1 2026, filed 27 Apr 2026.