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

Bell 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 Q2	$431K	Sell	3,905 -86	-2%	-$9.04K	0.02%	142
2026 Q1	$388K	Sell	3,991 -631	-14%	-$63K	0.02%	138
2025 Q4	$445K	Buy	4,622 +291	+7%	+$28K	0.02%	135
2025 Q3	$418K	Hold	4,331	–	–	0.02%	144
2025 Q2	$398K	Hold	4,331	–	–	0.02%	155
2025 Q1	$368K	Buy	4,331 +489	+13%	+$43.6K	0.02%	148
2024 Q4	$340K	Sell	3,842 -231	-6%	-$21K	0.03%	152
2024 Q3	$359K	Hold	4,073	–	–	0.04%	141
2024 Q2	$330K	Hold	4,073	–	–	0.03%	157
2024 Q1	$342K	Hold	4,073	–	–	0.03%	158
2023 Q4	$317K	Sell	4,073 -528	-11%	-$37.5K	0.03%	154
2023 Q3	$319K	Hold	4,601	–	–	0.03%	151
2023 Q2	$336K	Hold	4,601	–	–	0.04%	154
2023 Q1	$322K	Hold	4,601	–	–	0.03%	156
2022 Q4	$310K	Hold	4,601	–	–	0.04%	157
2022 Q3	$286K	Hold	4,601	–	–	0.04%	150
2022 Q2	$298K	Buy	+4,601	New	+$328K	0.04%	164
2014 Q2	–	Sell	-5,640	Closed	-$218K	–	161
2014 Q1	$218K	Buy	+5,640	New	+$214K	0.15%	162

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Bell Bank's IWR Position: Q2 2026 in Review

Bell Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, selling an estimated $9.04K and leaving 3,905 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #142.

Bell Bank first reported a position in IWR in Q1 2014 and has held it in 18 quarters since. The position peaked at $445K in Q4 2025. 349 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Bell Bank held 3,905 shares of iShares Russell Mid-Cap ETF worth $431K as of Q2 2026.
Bell Bank sold 86 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $9.04K.
iShares Russell Mid-Cap ETF made up 0.02% of Bell Bank's portfolio in Q2 2026, its #142 holding.
Bell Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 18 quarters since.
Bell Bank's iShares Russell Mid-Cap ETF position peaked at $445K in Q4 2025.
349 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.