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

Peak 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
2026 Q2	$316K	Hold	2,868	–	–	0.05%	152
2026 Q1	$279K	Hold	2,868	–	–	0.05%	132
2025 Q4	$276K	Sell	2,868 -207	-7%	-$19.9K	0.05%	134
2025 Q3	$297K	Hold	3,075	–	–	0.05%	127
2025 Q2	$283K	Hold	3,075	–	–	0.05%	121
2025 Q1	$262K	Hold	3,075	–	–	0.05%	123
2024 Q4	$272K	Hold	3,075	–	–	0.05%	126
2024 Q3	$271K	Hold	3,075	–	–	0.05%	124
2024 Q2	$249K	Sell	3,075 -900	-23%	-$73.3K	0.05%	130
2024 Q1	$334K	Hold	3,975	–	–	0.07%	117
2023 Q4	$309K	Sell	3,975 -1,295	-25%	-$92K	0.07%	115
2023 Q3	$365K	Hold	5,270	–	–	0.09%	101
2023 Q2	$385K	Buy	+5,270	New	+$367K	0.09%	102

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Peak Asset Management's IWR Position: Q2 2026 in Review

Peak Asset Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,868 shares worth $316K. The position accounts for 0.05% of the portfolio, ranked #152.

Peak Asset Management first reported a position in IWR in Q2 2023 and has held it in 13 quarters since. The position peaked at $385K in Q2 2023. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Peak Asset Management held 2,868 shares of iShares Russell Mid-Cap ETF worth $316K as of Q2 2026.
Peak Asset Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of Peak Asset Management's portfolio in Q2 2026, its #152 holding.
Peak Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 13 quarters since.
Peak Asset Management's iShares Russell Mid-Cap ETF position peaked at $385K in Q2 2023.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Peak Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.