Steelhead Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Steelhead Wealth 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 Q1	$392K	Buy	+4,032	New	+$403K	0.2%	63

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

Steelhead Wealth Management's IWR Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q1 2026: 4,032 shares worth $392K. The stake represents 0.2% of the portfolio and ranks #63 among its holdings.

1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Steelhead Wealth Management held 4,032 shares of iShares Russell Mid-Cap ETF worth $392K as of Q1 2026.
iShares Russell Mid-Cap ETF was a new Steelhead Wealth Management position in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.2% of Steelhead Wealth Management's portfolio in Q1 2026, its #63 holding.
1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.