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Argent Trust Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Argent Trust Co’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 		$20M Buy
181,171
+19,057
+12% +$2M 0.58% 39
2026
Q1 		$15.8M Buy
162,114
+20,356
+14% +$2.03M 0.53% 39
2025
Q4 		$13.6M Buy
141,758
+11,282
+9% +$1.08M 0.47% 47
2025
Q3 		$12.6M Sell
130,476
-892
-0.7% -$84.6K 0.45% 48
2025
Q2 		$12.1M Buy
131,368
+33,335
+34% +$2.88M 0.46% 53
2025
Q1 		$8.34M Sell
98,033
-281
-0.3% -$25.1K 0.34% 64
2024
Q4 		$8.69M Buy
98,314
+407
+0.4% +$36.9K 0.35% 62
2024
Q3 		$8.63M Buy
97,907
+1,765
+2% +$149K 0.36% 63
2024
Q2 		$7.8M Buy
96,142
+1,295
+1% +$105K 0.34% 66
2024
Q1 		$7.98M Buy
94,847
+30,845
+48% +$2.44M 0.36% 63
2023
Q4 		$4.97M Sell
64,002
-54,142
-46% -$3.85M 0.25% 91
2023
Q3 		$8.18M Buy
118,144
+69,048
+141% +$5.04M 0.45% 53
2023
Q2 		$3.59M Sell
49,096
-177
-0.4% -$12.3K 0.19% 113
2023
Q1 		$3.45M Sell
49,273
-1,920
-4% -$136K 0.22% 105
2022
Q4 		$3.45M Sell
51,193
-1,460
-3% -$98.4K 0.23% 100
2022
Q3 		$3.27M Sell
52,653
-2,431
-4% -$167K 0.24% 95
2022
Q2 		$3.56M Buy
55,084
+1,531
+3% +$109K 0.24% 93
2022
Q1 		$4.18M Buy
53,553
+5,184
+11% +$399K 0.25% 89
2021
Q4 		$4.01M Sell
48,369
-12,688
-21% -$1.04M 0.24% 98
2021
Q3 		$4.78M Buy
61,057
+453
+0.7% +$36.3K 0.31% 80
2021
Q2 		$4.8M Buy
60,604
+90
+0.1% +$6.98K 0.32% 78
2021
Q1 		$4.47M Sell
60,514
-83
-0.1% -$6K 0.31% 78
2020
Q4 		$4.15M Buy
60,597
+8,525
+16% +$543K 0.32% 74
2020
Q3 		$2.99M Sell
52,072
-103
-0.2% -$5.86K 0.26% 85
2020
Q2 		$2.8M Sell
52,175
-6,141
-11% -$308K 0.26% 91
2020
Q1 		$2.52M Sell
58,316
-908
-2% -$50K 0.28% 85
2019
Q4 		$3.53M Sell
59,224
-12,147
-17% -$697K 0.31% 80
2019
Q3 		$3.99M Sell
71,371
-650
-0.9% -$36.3K 0.39% 67
2019
Q2 		$4.02M Sell
72,021
-3,052
-4% -$167K 0.41% 62
2019
Q1 		$4.05M Buy
75,073
+875
+1% +$45.3K 0.42% 63
2018
Q4 		$3.45M Buy
74,198
+32,578
+78% +$1.64M 0.4% 65
2018
Q3 		$2.29M Buy
41,620
+28
+0.1% +$1.53K 0.26% 100
2018
Q2 		$2.2M Buy
41,592
+24,532
+144% +$1.29M 0.27% 94
2018
Q1 		$880K Sell
17,060
-640
-4% -$33.7K 0.25% 98
2017
Q4 		$921K Hold
17,700
– – 0.36% 80
2017
Q3 		$872K Hold
17,700
– – 0.34% 85
2017
Q2 		$850K Sell
17,700
-656
-4% -$31.1K 0.35% 85
2017
Q1 		$859K Buy
18,356
+11,780
+179% +$546K 0.36% 88
2016
Q4 		$294K Buy
6,576
+356
+6% +$15.6K 0.13% 202
2016
Q3 		$271K Hold
6,220
– – 0.12% 208
2016
Q2 		$261K Hold
6,220
– – 0.11% 212
2016
Q1 		$254K Sell
6,220
-128
-2% -$4.87K 0.12% 208
2015
Q4 		$254K Buy
+6,348
New +$259K 0.13% 201

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Argent Trust Co's IWR Position: Q2 2026 in Review

Argent Trust Co increased its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q2 2026, buying an estimated $2M and bringing the position to 181,171 shares worth $20M. The position accounts for 0.58% of the portfolio, ranked #39.

Argent Trust Co first reported a position in IWR in Q4 2015 and has held it in 43 quarters since. 1,137 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Argent Trust Co held 181,171 shares of iShares Russell Mid-Cap ETF worth $20M as of Q2 2026.
  • Argent Trust Co bought 19,057 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $2M.
  • iShares Russell Mid-Cap ETF made up 0.58% of Argent Trust Co's portfolio in Q2 2026, its #39 holding.
  • Argent Trust Co first reported a position in iShares Russell Mid-Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • 1,137 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Argent Trust Co's 13F filing for Q2 2026, filed 6 Aug 2026.