Bremer Bank National Association’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bremer Bank National Association’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
2025 Q1	$2.28M	Buy	26,848 +4,108	+18%	+$366K	0.41%	64
2024 Q4	$2.01M	Hold	22,740	–	–	0.4%	62
2024 Q3	$2M	Hold	22,740	–	–	0.38%	63
2024 Q2	$1.84M	Hold	22,740	–	–	0.36%	63
2024 Q1	$1.91M	Hold	22,740	–	–	0.35%	67
2023 Q4	$1.77M	Hold	22,740	–	–	0.33%	75
2023 Q3	$1.57M	Sell	22,740 -83	-0.4%	-$6.05K	0.31%	77
2023 Q2	$1.67M	Buy	22,823 +35	+0.2%	+$2.44K	0.32%	75
2023 Q1	$1.59M	Hold	22,788	–	–	0.31%	81
2022 Q4	$1.54M	Sell	22,788 -71	-0.3%	-$4.79K	0.3%	84
2022 Q3	$1.42M	Hold	22,859	–	–	0.32%	75
2022 Q2	$1.48M	Hold	22,859	–	–	0.28%	81
2022 Q1	$1.78M	Buy	22,859 +20,081	+723%	+$1.55M	0.29%	81
2021 Q4	$231K	Sell	2,778 -6	-0.2%	-$492	0.04%	204
2021 Q3	$218K	Hold	2,784	–	–	0.04%	191
2021 Q2	$221K	Sell	2,784 -5	-0.2%	-$388	0.05%	192
2021 Q1	$206K	Buy	+2,789	New	+$202K	0.05%	196
2019 Q2	–	Sell	-564	Closed	-$32K	–	451
2019 Q1	$32K	Buy	+564	New	+$29.2K	0.01%	526

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bremer Bank National Association's IWR Position: Q1 2025 in Review

Bremer Bank National Association increased its iShares Russell Mid-Cap ETF (IWR) stake by 18% in Q1 2025, buying an estimated $366K and bringing the position to 26,848 shares worth $2.28M. The position accounts for 0.41% of the portfolio, ranked #64.

Bremer Bank National Association first reported a position in IWR in Q1 2019 and has held it in 18 quarters since. 1,371 funds tracked by Wall St. Rank hold IWR as of Q1 2025.

Bremer Bank National Association held 26,848 shares of iShares Russell Mid-Cap ETF worth $2.28M as of Q1 2025.
Bremer Bank National Association bought 4,108 iShares Russell Mid-Cap ETF shares in Q1 2025, an estimated $366K.
iShares Russell Mid-Cap ETF made up 0.41% of Bremer Bank National Association's portfolio in Q1 2025, its #64 holding.
Bremer Bank National Association first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 18 quarters since.
1,371 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2025.

Based on Bremer Bank National Association's 13F filing for Q1 2025, filed 10 Apr 2025.