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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$211K Sell
1,917
-1,368
-42% -$144K 0.03% 167
2026
Q1
$319K Hold
3,285
0.05% 133
2025
Q4
$316K Hold
3,285
0.04% 124
2025
Q3
$317K Hold
3,285
0.04% 124
2025
Q2
$302K Sell
3,285
-550
-14% -$47.5K 0.05% 117
2025
Q1
$326K Buy
+3,835
New +$342K 0.05% 111
2024
Q3
$939K Buy
+10,649
New +$897K 0.15% 75

Other funds holding IWR

Alpine Bank Wealth Management's IWR Position: Q2 2026 in Review

Alpine Bank Wealth Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 42% in Q2 2026, selling an estimated $144K and leaving 1,917 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #167.

Alpine Bank Wealth Management first reported a position in IWR in Q3 2024 and has held it in 7 quarters since. The position peaked at $939K in Q3 2024. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Alpine Bank Wealth Management held 1,917 shares of iShares Russell Mid-Cap ETF worth $211K as of Q2 2026.
  • Alpine Bank Wealth Management sold 1,368 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $144K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #167 holding.
  • Alpine Bank Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Alpine Bank Wealth Management's iShares Russell Mid-Cap ETF position peaked at $939K in Q3 2024.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.