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

Creekmur 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
2025 Q3	$869	Hold	9	–	–	﹤0.01%	662
2025 Q2	$828	Hold	9	–	–	﹤0.01%	674
2025 Q1	$766	Hold	9	–	–	﹤0.01%	637
2024 Q4	$796	Hold	9	–	–	﹤0.01%	698
2024 Q3	$793	Hold	9	–	–	﹤0.01%	763
2024 Q2	$730	Sell	9 -33	-79%	-$2.69K	﹤0.01%	814
2024 Q1	$3.53K	Sell	42 -587	-93%	-$46.5K	﹤0.01%	601
2023 Q4	$48.9K	Buy	+629	New	+$44.7K	0.02%	303

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

Creekmur Asset Management's IWR Position: Q3 2025 in Review

Creekmur Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2025 at 9 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #662.

Creekmur Asset Management first reported a position in IWR in Q4 2023 and has held it in 8 quarters since. The position peaked at $48.9K in Q4 2023. 1,426 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Creekmur Asset Management held 9 shares of iShares Russell Mid-Cap ETF worth $869 as of Q3 2025.
Creekmur Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2025.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #662 holding.
Creekmur Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's iShares Russell Mid-Cap ETF position peaked at $48.9K in Q4 2023.
1,426 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.