AMG National Trust Bank’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
Q1 | $378M | Buy |
3,889,097
+77,476
| +2% | +$7.74M | 8.2% | 2 |
|
|
2025
Q4 | $367M | Buy |
3,811,621
+13,491
| +0.4% | +$1.3M | 8.63% | 2 |
|
|
2025
Q3 | $367M | Buy |
3,798,130
+1,514
| +0% | +$144K | 8.91% | 2 |
|
|
2025
Q2 | $349M | Buy |
3,796,616
+8,371
| +0.2% | +$723K | 9.15% | 2 |
|
|
2025
Q1 | $322M | Sell |
3,788,245
-10,060
| -0.3% | -$897K | 9% | 2 |
|
|
2024
Q4 | $336M | Sell |
3,798,305
-7,017
| -0.2% | -$637K | 9.22% | 2 |
|
|
2024
Q3 | $335M | Sell |
3,805,322
-41,591
| -1% | -$3.5M | 9.03% | 2 |
|
|
2024
Q2 | $312M | Buy |
3,846,913
+76,018
| +2% | +$6.19M | 8.41% | 2 |
|
|
2024
Q1 | $317M | Sell |
3,770,895
-19,600
| -0.5% | -$1.55M | 9.26% | 2 |
|
|
2023
Q4 | $295M | Sell |
3,790,495
-76,264
| -2% | -$5.42M | 9.25% | 2 |
|
|
2023
Q3 | $268M | Sell |
3,866,759
-41,067
| -1% | -$3M | 9.35% | 2 |
|
|
2023
Q2 | $285M | Sell |
3,907,826
-56,893
| -1% | -$3.96M | 9.52% | 2 |
|
|
2023
Q1 | $277M | Sell |
3,964,719
-127,834
| -3% | -$9.03M | 9.58% | 1 |
|
|
2022
Q4 | $276M | Sell |
4,092,553
-98,025
| -2% | -$6.61M | 10% | 1 |
|
|
2022
Q3 | $260M | Buy |
4,190,578
+4,268
| +0.1% | +$294K | 9.78% | 2 |
|
|
2022
Q2 | $271M | Sell |
4,186,310
-52,195
| -1% | -$3.72M | 10.07% | 1 |
|
|
2022
Q1 | $331M | Buy |
4,238,505
+29,737
| +0.7% | +$2.29M | 10.51% | 1 |
|
|
2021
Q4 | $349M | Buy |
4,208,768
+35,689
| +0.9% | +$2.93M | 10.42% | 1 |
|
|
2021
Q3 | $326M | Sell |
4,173,079
-122,866
| -3% | -$9.84M | 10.46% | 1 |
|
|
2021
Q2 | $340M | Buy |
4,295,945
+103,378
| +2% | +$8.02M | 10.86% | 1 |
|
|
2021
Q1 | $310M | Buy |
4,192,567
+91,480
| +2% | +$6.61M | 10.44% | 1 |
|
|
2020
Q4 | $281M | Buy |
4,101,087
+64,975
| +2% | +$4.14M | 10.01% | 1 |
|
|
2020
Q3 | $232M | Buy |
4,036,112
+74,452
| +2% | +$4.24M | 9.54% | 2 |
|
|
2020
Q2 | $212M | Buy |
3,961,660
+222,872
| +6% | +$11.2M | 9.38% | 2 |
|
|
2020
Q1 | $161M | Buy |
3,738,788
+38,726
| +1% | +$2.13M | 12.12% | 1 |
|
|
2019
Q4 | $221M | Buy |
3,700,062
+31,549
| +0.9% | +$1.81M | 12.49% | 1 |
|
|
2019
Q3 | $205M | Buy |
3,668,513
+154,012
| +4% | +$8.61M | 12% | 1 |
|
|
2019
Q2 | $196M | Buy |
3,514,501
+379,646
| +12% | +$20.8M | 11.72% | 1 |
|
|
2019
Q1 | $169M | Buy |
3,134,855
+202,853
| +7% | +$10.5M | 10.42% | 2 |
|
|
2018
Q4 | $136M | Buy |
2,932,002
+22,974
| +0.8% | +$1.16M | 9.42% | 2 |
|
|
2018
Q3 | $160M | Buy |
2,909,028
+22,876
| +0.8% | +$1.25M | 9.5% | 2 |
|
|
2018
Q2 | $153M | Buy |
2,886,152
+40,268
| +1% | +$2.12M | 9.54% | 2 |
|
|
2018
Q1 | $147M | Buy |
2,845,884
+79,144
| +3% | +$4.17M | 9.46% | 2 |
|
|
2017
Q4 | $144M | Buy |
2,766,740
+38,368
| +1% | +$1.95M | 9.32% | 2 |
|
|
2017
Q3 | $134M | Buy |
2,728,372
+54,088
| +2% | +$2.61M | 9.29% | 2 |
|
|
2017
Q2 | $128M | Buy |
2,674,284
+161,552
| +6% | +$7.66M | 9.33% | 2 |
|
|
2017
Q1 | $118M | Buy |
2,512,732
+130,708
| +5% | +$6.06M | 9.06% | 2 |
|
|
2016
Q4 | $107M | Buy |
2,382,024
+87,844
| +4% | +$3.84M | 8.77% | 2 |
|
|
2016
Q3 | $100M | Sell |
2,294,180
-33,612
| -1% | -$1.46M | 8.53% | 2 |
|
|
2016
Q2 | $97.9M | Sell |
2,327,792
-122,764
| -5% | -$5.07M | 8.74% | 1 |
|
|
2016
Q1 | $99.8M | Sell |
2,450,556
-163,220
| -6% | -$6.21M | 9.12% | 1 |
|
|
2015
Q4 | $105M | Buy |
2,613,776
+126,036
| +5% | +$5.14M | 9.54% | 1 |
|
|
2015
Q3 | $96.7M | Buy |
2,487,740
+221,956
| +10% | +$9.19M | 9.19% | 1 |
|
|
2015
Q2 | $96.5M | Buy |
2,265,784
+280,176
| +14% | +$12.2M | 8.83% | 1 |
|
|
2015
Q1 | $85.9M | Buy |
1,985,608
+256,228
| +15% | +$10.9M | 8.23% | 1 |
|
|
2014
Q4 | $72.2M | Sell |
1,729,380
-129,904
| -7% | -$5.27M | 7.3% | 2 |
|
|
2014
Q3 | $73.6M | Sell |
1,859,284
-144,912
| -7% | -$5.84M | 7.63% | 2 |
|
|
2014
Q2 | $81.5M | Sell |
2,004,196
-203,464
| -9% | -$7.93M | 8.27% | 1 |
|
|
2014
Q1 | $85.4M | Sell |
2,207,660
-84,616
| -4% | -$3.21M | 9.19% | 1 |
|
|
2013
Q4 | $85.9M | Buy |
2,292,276
+25,912
| +1% | +$936K | 9.6% | 1 |
|
|
2013
Q3 | $78.8M | Buy |
2,266,364
+29,500
| +1% | +$1.01M | 9.89% | 1 |
|
|
2013
Q2 | $72.6M | Buy |
+2,236,864
| New | +$72.5M | 9.8% | 1 |
|
Other funds holding IWR
AMG National Trust Bank's IWR Position: Q1 2026 in Review
AMG National Trust Bank increased its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q1 2026, buying an estimated $7.74M and bringing the position to 3,889,097 shares worth $378M. The position accounts for 8.2% of the portfolio, ranked #2.
AMG National Trust Bank first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- AMG National Trust Bank held 3,889,097 shares of iShares Russell Mid-Cap ETF worth $378M as of Q1 2026.
- AMG National Trust Bank bought 77,476 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $7.74M.
- iShares Russell Mid-Cap ETF made up 8.2% of AMG National Trust Bank's portfolio in Q1 2026, its #2 holding.
- AMG National Trust Bank first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.