Creative Capital Management Investments’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Creative Capital Management Investments’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	$230K	Hold	2,368	–	–	0.07%	48
2025 Q4	$228K	Hold	2,368	–	–	0.07%	47
2025 Q3	$229K	Hold	2,368	–	–	0.07%	47
2025 Q2	$218K	Hold	2,368	–	–	0.08%	46
2025 Q1	$201K	Hold	2,368	–	–	0.08%	49
2024 Q4	$209K	Hold	2,368	–	–	0.09%	48
2024 Q3	$209K	Buy	2,368 +1,168	+97%	+$98.4K	0.09%	47
2024 Q2	$97.3K	Hold	1,200	–	–	0.05%	62
2024 Q1	$101K	Hold	1,200	–	–	0.05%	63
2023 Q4	$93.3K	Hold	1,200	–	–	0.05%	60
2023 Q3	$83.1K	Hold	1,200	–	–	0.06%	66
2023 Q2	$87.6K	Hold	1,200	–	–	0.06%	64
2023 Q1	$83.9K	Buy	+1,200	New	+$84.7K	0.06%	78

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

Creative Capital Management Investments's IWR Position: Q1 2026 in Review

Creative Capital Management Investments held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,368 shares worth $230K. The position accounts for 0.07% of the portfolio, ranked #48.

Creative Capital Management Investments first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Creative Capital Management Investments held 2,368 shares of iShares Russell Mid-Cap ETF worth $230K as of Q1 2026.
Creative Capital Management Investments left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.07% of Creative Capital Management Investments's portfolio in Q1 2026, its #48 holding.
Creative Capital Management Investments first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Creative Capital Management Investments's 13F filing for Q1 2026, filed 21 Apr 2026.