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 Q3	$410K	Sell	3,838 -67	-2%	-$7.41K	0.02%	145
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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bell Bank's IWR Position: Q3 2026 in Review

Bell Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.7% in Q3 2026, selling an estimated $7.41K and leaving 3,838 shares worth $410K. The position accounts for 0.02% of the portfolio, ranked #145.

Bell Bank first reported a position in IWR in Q1 2014 and has held it in 19 quarters since. The position peaked at $445K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

Bell Bank held 3,838 shares of iShares Russell Mid-Cap ETF worth $410K as of Q3 2026.
Bell Bank sold 67 iShares Russell Mid-Cap ETF shares in Q3 2026, an estimated $7.41K.
iShares Russell Mid-Cap ETF made up 0.02% of Bell Bank's portfolio in Q3 2026, its #145 holding.
Bell Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 19 quarters since.
Bell Bank's iShares Russell Mid-Cap ETF position peaked at $445K in Q4 2025.
1,439 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.