ATC
IWR icon

Advantage Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Advantage Trust Company’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 		$33.5K Buy
+304
New +$32K 0.01% 126
2025
Q4 		– Sell
-304
Closed -$29.4K – 158
2025
Q3 		$29.4K Hold
304
– – 0.01% 133
2025
Q2 		$28K Buy
+304
New +$26.3K 0.01% 155

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advantage Trust Company's IWR Position: Q2 2026 in Review

Advantage Trust Company opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 304 shares worth $33.5K. The stake represents 0.01% of the portfolio and ranks #126 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in IWR as recently as Q3 2025.

Advantage Trust Company first reported a position in IWR in Q2 2025 and has held it in 3 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Advantage Trust Company held 304 shares of iShares Russell Mid-Cap ETF worth $33.5K as of Q2 2026.
  • iShares Russell Mid-Cap ETF was a new Advantage Trust Company position in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #126 holding.
  • Advantage Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.