Bank of Jackson Hole Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bank of Jackson Hole 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	–	Sell	-108	Closed	-$10.5K	–	236
2026 Q1	$10.5K	Hold	108	–	–	0.01%	393
2025 Q4	$10.4K	Hold	108	–	–	﹤0.01%	389
2025 Q3	$10.4K	Hold	108	–	–	0.01%	374
2025 Q2	$9.93K	Hold	108	–	–	0.01%	373
2025 Q1	$9.66K	Sell	108 -300	-74%	-$26.8K	0.01%	377
2024 Q4	$36.1K	Buy	+408	New	+$37K	0.02%	259

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Jackson Hole Trust's IWR Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2026, closing a stake of 108 shares — an estimated $10.5K sold.

Bank of Jackson Hole Trust first reported a position in IWR in Q4 2024 and held it in 6 quarters. The position peaked at $36.1K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bank of Jackson Hole Trust reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Bank of Jackson Hole Trust sold 108 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $10.5K.
Bank of Jackson Hole Trust first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and held it in 6 quarters.
Bank of Jackson Hole Trust's iShares Russell Mid-Cap ETF position peaked at $36.1K in Q4 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.