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 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 $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Climber Capital's IWR Position: Q2 2026 in Review

Climber Capital increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 21,378 shares worth $2.23M. The position accounts for 1.36% of the portfolio, ranked #26.

Climber Capital first reported a position in IWR in Q4 2024 and has held it in 6 quarters since. 812 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Climber Capital held 21,378 shares of iShares Russell Mid-Cap ETF worth $2.23M as of Q2 2026.
Climber Capital bought 226 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $23.8K.
iShares Russell Mid-Cap ETF made up 1.36% of Climber Capital's portfolio in Q2 2026, its #26 holding.
Climber Capital first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
812 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.