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American National Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

American National Bank & Trust’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 		$966K Buy
8,760
+143
+2% +$15K 0.08% 115
2026
Q1 		$838K Hold
8,617
– – 0.08% 119
2025
Q4 		$830K Sell
8,617
-600
-7% -$57.7K 0.08% 123
2025
Q3 		$890K Hold
9,217
– – 0.09% 112
2025
Q2 		$848K Buy
9,217
+600
+7% +$51.8K 0.09% 121
2025
Q1 		$733K Buy
8,617
+2,750
+47% +$245K 0.08% 120
2024
Q4 		$519K Hold
5,867
– – 0.06% 137
2024
Q3 		$517K Sell
5,867
-3,939
-40% -$332K 0.06% 132
2024
Q2 		$795K Buy
9,806
+630
+7% +$51.3K 0.1% 110
2024
Q1 		$772K Hold
9,176
– – 0.1% 112
2023
Q4 		$713K Sell
9,176
-241
-3% -$17.1K 0.11% 99
2023
Q3 		$652K Buy
9,417
+3,000
+47% +$219K 0.11% 98
2023
Q2 		$469K Hold
6,417
– – 0.08% 117
2023
Q1 		$449K Hold
6,417
– – 0.08% 112
2022
Q4 		$433K Hold
6,417
– – 0.09% 107
2022
Q3 		$399K Buy
+6,417
New +$441K 0.1% 101

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

American National Bank & Trust's IWR Position: Q2 2026 in Review

American National Bank & Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.7% in Q2 2026, buying an estimated $15K and bringing the position to 8,760 shares worth $966K. The position accounts for 0.08% of the portfolio, ranked #115.

American National Bank & Trust first reported a position in IWR in Q3 2022 and has held it in 16 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • American National Bank & Trust held 8,760 shares of iShares Russell Mid-Cap ETF worth $966K as of Q2 2026.
  • American National Bank & Trust bought 143 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $15K.
  • iShares Russell Mid-Cap ETF made up 0.08% of American National Bank & Trust's portfolio in Q2 2026, its #115 holding.
  • American National Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.