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Campion Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Campion Asset 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
Q2 		$9.43M Sell
85,459
-678
-0.8% -$71.3K 5.75% 5
2026
Q1 		$8.38M Sell
86,137
-417
-0.5% -$41.7K 5.68% 5
2025
Q4 		$8.33M Sell
86,554
-16,039
-16% -$1.54M 5.78% 6
2025
Q3 		$9.91M Sell
102,593
-2,767
-3% -$262K 7.03% 4
2025
Q2 		$9.69M Sell
105,360
-888
-0.8% -$76.7K 7.27% 4
2025
Q1 		$9.04M Sell
106,248
-188
-0.2% -$16.8K 6.99% 4
2024
Q4 		$9.41M Sell
106,436
-1,220
-1% -$111K 7.1% 3
2024
Q3 		$9.49M Sell
107,656
-2,309
-2% -$195K 6.97% 3
2024
Q2 		$8.92M Sell
109,965
-2,929
-3% -$238K 7.01% 2
2024
Q1 		$9.49M Sell
112,894
-1,408
-1% -$112K 7.34% 2
2023
Q4 		$8.88M Buy
114,302
+108
+0.1% +$7.67K 7.52% 2
2023
Q3 		$7.91M Sell
114,194
-385
-0.3% -$28.1K 7.31% 2
2023
Q2 		$8.37M Buy
114,579
+410
+0.4% +$28.5K 7.46% 2
2023
Q1 		$7.98M Sell
114,169
-490
-0.4% -$34.6K 7.54% 2
2022
Q4 		$7.73M Sell
114,659
-6,749
-6% -$455K 7.6% 2
2022
Q3 		$7.55M Sell
121,408
-170
-0.1% -$11.7K 7.98% 2
2022
Q2 		$7.86M Sell
121,578
-9,309
-7% -$663K 7.77% 2
2022
Q1 		$10.2M Sell
130,887
-953
-0.7% -$73.4K 8.69% 2
2021
Q4 		$10.9M Buy
131,840
+3,040
+2% +$250K 9.08% 2
2021
Q3 		$10.1M Sell
128,800
-12,125
-9% -$971K 8.98% 2
2021
Q2 		$11.2M Sell
140,925
-27,945
-17% -$2.17M 9.27% 2
2021
Q1 		$12.5M Buy
+168,870
New +$12.2M 9.44% 2

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Campion Asset Management's IWR Position: Q2 2026 in Review

Campion Asset Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.79% in Q2 2026, selling an estimated $71.3K and leaving 85,459 shares worth $9.43M. The position accounts for 5.75% of the portfolio, ranked #5.

Campion Asset Management first reported a position in IWR in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.5M in Q1 2021. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Campion Asset Management held 85,459 shares of iShares Russell Mid-Cap ETF worth $9.43M as of Q2 2026.
  • Campion Asset Management sold 678 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $71.3K.
  • iShares Russell Mid-Cap ETF made up 5.75% of Campion Asset Management's portfolio in Q2 2026, its #5 holding.
  • Campion Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Campion Asset Management's iShares Russell Mid-Cap ETF position peaked at $12.5M in Q1 2021.
  • 1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Campion Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.