BankPlus Trust Department’s iShares Russell Mid-Cap ETF IWR Stock Holding History

BankPlus Trust Department’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	$489K	Hold	4,437	–	–	0.11%	131
2026 Q1	$431K	Hold	4,437	–	–	0.12%	127
2025 Q4	$427K	Hold	4,437	–	–	0.11%	125
2025 Q3	$428K	Hold	4,437	–	–	0.11%	125
2025 Q2	$408K	Hold	4,437	–	–	0.12%	120
2025 Q1	$377K	Buy	4,437 +342	+8%	+$30.5K	0.13%	113
2024 Q4	$362K	Buy	+4,095	New	+$372K	0.12%	115

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

BankPlus Trust Department's IWR Position: Q2 2026 in Review

BankPlus Trust Department held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 4,437 shares worth $489K. The position accounts for 0.11% of the portfolio, ranked #131.

BankPlus Trust Department first reported a position in IWR in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

BankPlus Trust Department held 4,437 shares of iShares Russell Mid-Cap ETF worth $489K as of Q2 2026.
BankPlus Trust Department left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.11% of BankPlus Trust Department's portfolio in Q2 2026, its #131 holding.
BankPlus Trust Department first reported a position in iShares Russell Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.