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Bangor Savings Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bangor Savings 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
Q3 		$669K Hold
6,270
– – 0.05% 135
2026
Q2 		$692K Hold
6,270
– – 0.05% 137
2026
Q1 		$610K Hold
6,270
– – 0.05% 137
2025
Q4 		$604K Hold
6,270
– – 0.05% 141
2025
Q3 		$605K Hold
6,270
– – 0.05% 145
2025
Q2 		$577K Sell
6,270
-46
-0.7% -$3.97K 0.05% 147
2025
Q1 		$537K Sell
6,316
-53
-0.8% -$4.73K 0.05% 155
2024
Q4 		$563K Buy
6,369
+99
+2% +$8.99K 0.05% 149
2024
Q3 		$553K Hold
6,270
– – 0.05% 153
2024
Q2 		$508K Hold
6,270
– – 0.05% 157
2024
Q1 		$527K Hold
6,270
– – 0.05% 154
2023
Q4 		$487K Hold
6,270
– – 0.05% 154
2023
Q3 		$434K Hold
6,270
– – 0.05% 158
2023
Q2 		$458K Hold
6,270
– – 0.05% 156
2023
Q1 		$438K Hold
6,270
– – 0.05% 152
2022
Q4 		$423K Hold
6,270
– – 0.05% 154
2022
Q3 		$390K Hold
6,270
– – 0.05% 157
2022
Q2 		$405K Hold
6,270
– – 0.04% 159
2022
Q1 		$489K Hold
6,270
– – 0.05% 134
2021
Q4 		$520K Hold
6,270
– – 0.05% 152
2021
Q3 		$490K Sell
6,270
-95
-1% -$7.61K 0.05% 155
2021
Q2 		$504K Buy
6,365
+123
+2% +$9.54K 0.06% 148
2021
Q1 		$461K Hold
6,242
– – 0.06% 148
2020
Q4 		$428K Buy
6,242
+35
+0.6% +$2.23K 0.06% 141
2020
Q3 		$356K Hold
6,207
– – 0.05% 143
2020
Q2 		$333K Hold
6,207
– – 0.05% 144
2020
Q1 		$268K Hold
6,207
– – 0.05% 148
2019
Q4 		$370K Buy
6,207
+251
+4% +$14.4K 0.06% 133
2019
Q3 		$333K Buy
5,956
+532
+10% +$29.7K 0.06% 144
2019
Q2 		$303K Sell
5,424
-852
-14% -$46.7K 0.05% 144
2019
Q1 		$339K Hold
6,276
– – 0.06% 134
2018
Q4 		$292K Hold
6,276
– – 0.06% 143
2018
Q3 		$346K Sell
6,276
-20
-0.3% -$1.1K 0.06% 141
2018
Q2 		$334K Hold
6,296
– – 0.06% 142
2018
Q1 		$325K Buy
+6,296
New +$332K 0.06% 139

Other funds holding IWR

VFA
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
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
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

Bangor Savings Bank's IWR Position: Q3 2026 in Review

Bangor Savings Bank held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 6,270 shares worth $669K. The position accounts for 0.05% of the portfolio, ranked #135.

Bangor Savings Bank first reported a position in IWR in Q1 2018 and has held it in 35 quarters since. The position peaked at $692K in Q2 2026. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Bangor Savings Bank held 6,270 shares of iShares Russell Mid-Cap ETF worth $669K as of Q3 2026.
  • Bangor Savings Bank left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up 0.05% of Bangor Savings Bank's portfolio in Q3 2026, its #135 holding.
  • Bangor Savings Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 35 quarters since.
  • Bangor Savings Bank's iShares Russell Mid-Cap ETF position peaked at $692K in Q2 2026.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Bangor Savings Bank's 13F filing for Q3 2026, filed 6 Oct 2026.