Clear Creek Financial Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Clear Creek Financial 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 Q1	$221K	Sell	2,275 -8	-0.4%	-$799	0.02%	559
2025 Q4	$220K	Sell	2,283 -235	-9%	-$22.6K	0.02%	542
2025 Q3	$243K	Hold	2,518	–	–	0.02%	511
2025 Q2	$232K	Hold	2,518	–	–	0.02%	492
2025 Q1	$214K	Sell	2,518 -77	-3%	-$6.87K	0.02%	479
2024 Q4	$229K	Sell	2,595 -551	-18%	-$50K	0.02%	429
2024 Q3	$277K	Sell	3,146 -30	-0.9%	-$2.53K	0.03%	364
2024 Q2	$258K	Hold	3,176	–	–	0.03%	365
2024 Q1	$267K	Sell	3,176 -8	-0.3%	-$634	0.03%	349
2023 Q4	$247K	Sell	3,184 -674	-17%	-$47.9K	0.04%	285
2023 Q3	$267K	Buy	3,858 +57	+1%	+$4.16K	0.05%	248
2023 Q2	$278K	Sell	3,801 -984	-21%	-$68.4K	0.05%	258
2023 Q1	$335K	Sell	4,785 -1,242	-21%	-$87.7K	0.06%	210
2022 Q4	$407K	Buy	6,027 +1,008	+20%	+$68K	0.09%	171
2022 Q3	$312K	Sell	5,019 -76	-1%	-$5.23K	0.07%	190
2022 Q2	$329K	Sell	5,095 -1,295	-20%	-$92.2K	0.07%	203
2022 Q1	$499K	Sell	6,390 -2,262	-26%	-$174K	0.08%	192
2021 Q4	$718K	Sell	8,652 -125	-1%	-$10.3K	0.11%	154
2021 Q3	$687K	Sell	8,777 -121	-1%	-$9.69K	0.11%	163
2021 Q2	$705K	Buy	+8,898	New	+$690K	0.11%	156
2021 Q1	–	Sell	-11,326	Closed	-$776K	–	156
2020 Q4	$776K	Sell	11,326 -100,268	-90%	-$6.39M	0.15%	141
2020 Q3	$6.4M	Buy	111,594 +95,700	+602%	+$5.45M	0.29%	47
2020 Q2	$851K	Buy	15,894 +3,181	+25%	+$159K	0.22%	77
2020 Q1	$597K	Sell	12,713 -4,192	-25%	-$231K	0.23%	62
2019 Q4	$1.02M	Buy	16,905 +3,733	+28%	+$214K	0.4%	37
2019 Q3	$757K	Sell	13,172 -121	-0.9%	-$6.76K	0.37%	38
2019 Q2	$742K	Buy	+13,293	New	+$729K	0.32%	46

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Creek Financial Management's IWR Position: Q1 2026 in Review

Clear Creek Financial Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.35% in Q1 2026, selling an estimated $799 and leaving 2,275 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #559.

Clear Creek Financial Management first reported a position in IWR in Q2 2019 and has held it in 27 quarters since. The position peaked at $6.4M in Q3 2020. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Clear Creek Financial Management held 2,275 shares of iShares Russell Mid-Cap ETF worth $221K as of Q1 2026.
Clear Creek Financial Management sold 8 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $799.
iShares Russell Mid-Cap ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q1 2026, its #559 holding.
Clear Creek Financial Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 27 quarters since.
Clear Creek Financial Management's iShares Russell Mid-Cap ETF position peaked at $6.4M in Q3 2020.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.