Peddock Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Peddock Capital Advisors’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	$286K	Hold	2,590	–	–	0.06%	136
2026 Q1	$252K	Hold	2,590	–	–	0.06%	138
2025 Q4	$249K	Sell	2,590 -359	-12%	-$34.5K	0.05%	145
2025 Q3	$285K	Sell	2,949 -54	-2%	-$5.12K	0.06%	137
2025 Q2	$276K	Sell	3,003 -120	-4%	-$10.4K	0.06%	138
2025 Q1	$266K	Sell	3,123 -1,226	-28%	-$109K	0.07%	139
2024 Q4	$384K	Buy	4,349 +48	+1%	+$4.36K	0.09%	115
2024 Q3	$379K	Hold	4,301	–	–	0.09%	119
2024 Q2	$349K	Buy	4,301 +100	+2%	+$8.14K	0.09%	118
2024 Q1	$353K	Hold	4,201	–	–	0.09%	119
2023 Q4	$327K	Buy	4,201 +73	+2%	+$5.19K	0.1%	119
2023 Q3	$286K	Hold	4,128	–	–	0.1%	121
2023 Q2	$301K	Sell	4,128 -120	-3%	-$8.35K	0.1%	122
2023 Q1	$297K	Buy	+4,248	New	+$300K	0.1%	126

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

Peddock Capital Advisors's IWR Position: Q2 2026 in Review

Peddock Capital Advisors held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,590 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #136.

Peddock Capital Advisors first reported a position in IWR in Q1 2023 and has held it in 14 quarters since. The position peaked at $384K in Q4 2024. 1,591 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Peddock Capital Advisors held 2,590 shares of iShares Russell Mid-Cap ETF worth $286K as of Q2 2026.
Peddock Capital Advisors left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.06% of Peddock Capital Advisors's portfolio in Q2 2026, its #136 holding.
Peddock Capital Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Peddock Capital Advisors's iShares Russell Mid-Cap ETF position peaked at $384K in Q4 2024.
1,591 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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