ANBT
IWR icon

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
Q3 		$1.43M Buy
13,409
+4,649
+53% +$514K 0.13% 89
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

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

American National Bank & Trust's IWR Position: Q3 2026 in Review

American National Bank & Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 53% in Q3 2026, buying an estimated $514K and bringing the position to 13,409 shares worth $1.43M. The position accounts for 0.13% of the portfolio, ranked #89.

American National Bank & Trust first reported a position in IWR in Q3 2022 and has held it in 17 quarters since. 301 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • American National Bank & Trust held 13,409 shares of iShares Russell Mid-Cap ETF worth $1.43M as of Q3 2026.
  • American National Bank & Trust bought 4,649 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $514K.
  • iShares Russell Mid-Cap ETF made up 0.13% of American National Bank & Trust's portfolio in Q3 2026, its #89 holding.
  • American National Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 17 quarters since.
  • 301 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on American National Bank & Trust's 13F filing for Q3 2026, filed 7 Oct 2026.