Climber Capital’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Climber Capital’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 Q3	$2.06M	Buy	21,536 +158	+0.7%	+$17.5K	1.26%	26
2026 Q2	$2.23M	Buy	21,378 +226	+1%	+$23.8K	1.36%	26
2026 Q1	$1.94M	Hold	21,152	–	–	1.27%	25
2025 Q4	$1.92M	Buy	+21,152	New	+$2.03M	1.25%	27
2025 Q2	$2.02M	Hold	23,192	–	–	1.29%	26
2025 Q1	$1.57M	Buy	23,192 +1,170	+5%	+$104K	1.23%	27
2024 Q4	$1.84M	Buy	+22,022	New	+$2M	1.52%	22

Other funds holding IWR

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Climber Capital's IWR Position: Q3 2026 in Review

Climber Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.74% in Q3 2026, buying an estimated $17.5K and bringing the position to 21,536 shares worth $2.06M. The position accounts for 1.26% of the portfolio, ranked #26.

Climber Capital first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.23M in Q2 2026. 745 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Climber Capital held 21,536 shares of iShares Russell Mid-Cap ETF worth $2.06M as of Q3 2026.
Climber Capital bought 158 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $17.5K.
iShares Russell Mid-Cap ETF made up 1.26% of Climber Capital's portfolio in Q3 2026, its #26 holding.
Climber Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Climber Capital's iShares Russell Mid-Cap ETF position peaked at $2.23M in Q2 2026.
745 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Climber Capital's 13F filing for Q3 2026, filed 20 Oct 2026.