Mission Creek Capital Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Mission Creek Capital Partners’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	$211K	Hold	2,167	–	–	0.04%	212
2025 Q4	$209K	Sell	2,167 -50	-2%	-$4.81K	0.04%	201
2025 Q3	$214K	Hold	2,217	–	–	0.04%	196
2025 Q2	$204K	Buy	+2,217	New	+$192K	0.05%	195
2025 Q1	–	Sell	-3,680	Closed	-$325K	–	215
2024 Q4	$325K	Hold	3,680	–	–	0.07%	182
2024 Q3	$324K	Hold	3,680	–	–	0.08%	180
2024 Q2	$298K	Hold	3,680	–	–	0.08%	176
2024 Q1	$309K	Buy	3,680 +80	+2%	+$6.34K	0.08%	201
2023 Q4	$280K	Hold	3,600	–	–	0.07%	200
2023 Q3	$249K	Hold	3,600	–	–	0.08%	194
2023 Q2	$263K	Hold	3,600	–	–	0.08%	198
2023 Q1	$252K	Hold	3,600	–	–	0.09%	196
2022 Q4	$243K	Hold	3,600	–	–	0.09%	200
2022 Q3	$224K	Buy	+3,600	New	+$248K	0.08%	191

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 $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 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

Mission Creek Capital Partners's IWR Position: Q1 2026 in Review

Mission Creek Capital Partners held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,167 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #212.

Mission Creek Capital Partners first reported a position in IWR in Q3 2022 and has held it in 14 quarters since. The position peaked at $325K in Q4 2024. 1,518 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Mission Creek Capital Partners held 2,167 shares of iShares Russell Mid-Cap ETF worth $211K as of Q1 2026.
Mission Creek Capital Partners left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.04% of Mission Creek Capital Partners's portfolio in Q1 2026, its #212 holding.
Mission Creek Capital Partners first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 14 quarters since.
Mission Creek Capital Partners's iShares Russell Mid-Cap ETF position peaked at $325K in Q4 2024.
1,518 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Mission Creek Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.