Amarillo National Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Amarillo National Bank’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	$23.5M	Sell	213,419 -865	-0.4%	-$91K	3.77%	9
2026 Q1	$20.8M	Sell	214,284 -7,871	-4%	-$786K	3.68%	9
2025 Q4	$21.4M	Sell	222,155 -356	-0.2%	-$34.2K	3.76%	9
2025 Q3	$21.5M	Sell	222,511 -13,587	-6%	-$1.29M	3.78%	9
2025 Q2	$21.7M	Buy	236,098 +6,434	+3%	+$556K	4.04%	9
2025 Q1	$19.5M	Sell	229,664 -39,557	-15%	-$3.53M	3.8%	10
2024 Q4	$23.8M	Sell	269,221 -430	-0.2%	-$39K	4.37%	9
2024 Q3	$23.8M	Buy	269,651 +6,849	+3%	+$577K	4.34%	9
2024 Q2	$21.3M	Sell	262,802 -9,187	-3%	-$748K	4.05%	8
2024 Q1	$22.9M	Sell	271,989 -840	-0.3%	-$66.6K	4.27%	8
2023 Q4	$21.2M	Buy	272,829 +53	+0%	+$3.77K	4.07%	9
2023 Q3	$18.9M	Sell	272,776 -38,705	-12%	-$2.82M	3.96%	10
2023 Q2	$22.7M	Buy	311,481 +13,095	+4%	+$911K	4.41%	9
2023 Q1	$20.9M	Sell	298,386 -14,608	-5%	-$1.03M	4.19%	9
2022 Q4	$21.1M	Sell	312,994 -2,979	-0.9%	-$201K	4.89%	7
2022 Q3	$19.6M	Buy	315,973 +16,136	+5%	+$1.11M	4.55%	7
2022 Q2	$19.4M	Buy	299,837 +16	+0%	+$1.14K	4.29%	7
2022 Q1	$23.4M	Buy	299,821 +42,234	+16%	+$3.25M	4.53%	7
2021 Q4	$21.4M	Sell	257,587 -5,873	-2%	-$482K	4.18%	7
2021 Q3	$20.6M	Buy	263,460 +127,914	+94%	+$10.2M	4.28%	7
2021 Q2	$10.7M	Sell	135,546 -11,640	-8%	-$903K	3.08%	8
2021 Q1	$10.9M	Sell	147,186 -19,342	-12%	-$1.4M	2.77%	10
2020 Q4	$11.4M	Sell	166,528 -298	-0.2%	-$19K	3.12%	8
2020 Q3	$9.57M	Buy	166,826 +54,086	+48%	+$3.08M	3.65%	7
2020 Q2	$6.04M	Sell	112,740 -3,929	-3%	-$197K	2.45%	11
2020 Q1	$5.04M	Buy	116,669 +5,516	+5%	+$304K	2.08%	12
2019 Q4	$6.63M	Sell	111,153 -277	-0.2%	-$15.9K	2.27%	11
2019 Q3	$6.24M	Buy	111,430 +39	+0%	+$2.18K	2.37%	10
2019 Q2	$6.22M	Sell	111,391 -222	-0.2%	-$12.2K	2.49%	10
2019 Q1	$6.02M	Sell	111,613 -7,875	-7%	-$408K	2.37%	11
2018 Q4	$5.55M	Hold	119,488	–	–	3.1%	10
2018 Q3	$6.59M	Hold	119,488	–	–	3.06%	10
2018 Q2	$6.34M	Buy	119,488 +84	+0.1%	+$4.42K	3.3%	10
2018 Q1	$6.16M	Hold	119,404	–	–	3.25%	10
2017 Q4	$6.21M	Sell	119,404 -104	-0.1%	-$5.28K	2.06%	11
2017 Q3	$5.89M	Sell	119,508 -372	-0.3%	-$18K	2.03%	11
2017 Q2	$5.76M	Buy	119,880 +2,876	+2%	+$136K	2.02%	11
2017 Q1	$5.47M	Sell	117,004 -72	-0.1%	-$3.34K	1.95%	11
2016 Q4	$5.24M	Buy	117,076 +1,852	+2%	+$81K	1.95%	11
2016 Q3	$5.02M	Buy	115,224 +512	+0.4%	+$22.2K	2.18%	11
2016 Q2	$4.82M	Buy	114,712 +44	+0%	+$1.82K	2.16%	11
2016 Q1	$4.67M	Hold	114,668	–	–	3.37%	9
2015 Q4	$4.59M	Buy	114,668 +2,388	+2%	+$97.3K	3.25%	9
2015 Q3	$4.37M	Buy	112,280 +328	+0.3%	+$13.6K	2.2%	9
2015 Q2	$4.77M	Buy	111,952 +38,204	+52%	+$1.66M	3.09%	9
2015 Q1	$3.19M	Buy	73,748 +27,052	+58%	+$1.15M	2.25%	10
2014 Q4	$1.95M	Buy	46,696 +160	+0.3%	+$6.5K	1.3%	15
2014 Q3	$1.84M	Hold	46,536	–	–	1.28%	14
2014 Q2	$1.89M	Hold	46,536	–	–	1.31%	13
2014 Q1	$1.8M	Sell	46,536 -5,560	-11%	-$211K	1.46%	10
2013 Q4	$1.95M	Buy	52,096 +1,276	+3%	+$46.1K	1.63%	9
2013 Q3	$1.77M	Hold	50,820	–	–	1.51%	11
2013 Q2	$1.65M	Buy	+50,820	New	+$1.65M	1.47%	12

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

TMWM

Taylor & Morgan Wealth Management Flint, Michigan $203M AUM 24.74% 1-Year Est. Return