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Cape Cod Five Cents Savings Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cape Cod Five Cents Savings 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
2025
Q4 		$609K Hold
6,907
– – 0.06% 124
2025
Q3 		$609K Hold
6,907
– – 0.06% 124
2025
Q2 		$609K Hold
6,907
– – 0.06% 124
2025
Q1 		$609K Hold
6,907
– – 0.06% 124
2024
Q4 		$609K Hold
6,907
– – 0.05% 124
2024
Q3 		$609K Sell
6,907
-94
-1% -$7.92K 0.06% 124
2024
Q2 		$568K Hold
7,001
– – 0.05% 125
2024
Q1 		$589K Hold
7,001
– – 0.06% 129
2023
Q4 		$544K Sell
7,001
-7,003
-50% -$497K 0.06% 135
2023
Q3 		$970K Buy
14,004
+6,202
+79% +$452K 0.05% 136
2023
Q2 		$570K Sell
7,802
-127
-2% -$8.83K 0.06% 132
2023
Q1 		$554K Buy
7,929
+127
+2% +$8.97K 0.06% 130
2022
Q4 		$526K Sell
7,802
-15
-0.2% -$1.01K 0.06% 137
2022
Q3 		$486K Sell
7,817
-911
-10% -$62.7K 0.06% 128
2022
Q2 		$564K Buy
8,728
+911
+12% +$64.8K 0.06% 129
2022
Q1 		$610K Buy
7,817
+260
+3% +$20K 0.06% 126
2021
Q4 		$627K Sell
7,557
-638
-8% -$52.4K 0.06% 122
2021
Q3 		$641K Sell
8,195
-247
-3% -$19.8K 0.07% 118
2021
Q2 		$669K Sell
8,442
-75
-0.9% -$5.82K 0.07% 117
2021
Q1 		$630K Hold
8,517
– – 0.07% 118
2020
Q4 		$584K Hold
8,517
– – 0.07% 123
2020
Q3 		$489K Hold
8,517
– – 0.06% 122
2020
Q2 		$457K Sell
8,517
-13
-0.2% -$652 0.06% 121
2020
Q1 		$368K Sell
8,530
-580
-6% -$31.9K 0.06% 135
2019
Q4 		$543K Hold
9,110
– – 0.07% 124
2019
Q3 		$510K Hold
9,110
– – 0.07% 130
2019
Q2 		$509K Sell
9,110
-6
-0.1% -$329 0.07% 131
2019
Q1 		$492K Hold
9,116
– – 0.07% 127
2018
Q4 		$424K Buy
9,116
+500
+6% +$25.2K 0.07% 127
2018
Q3 		$475K Hold
8,616
– – 0.07% 129
2018
Q2 		$457K Hold
8,616
– – 0.07% 128
2018
Q1 		$445K Hold
8,616
– – 0.07% 131
2017
Q4 		$448K Hold
8,616
– – 0.07% 139
2017
Q3 		$424K Sell
8,616
-20
-0.2% -$965 0.07% 147
2017
Q2 		$415K Sell
8,636
-320
-4% -$15.2K 0.07% 156
2017
Q1 		$419K Hold
8,956
– – 0.07% 155
2016
Q4 		$400K Buy
8,956
+700
+8% +$30.6K 0.07% 137
2016
Q3 		$359K Sell
8,256
-8
-0.1% -$347 0.07% 145
2016
Q2 		$348K Hold
8,264
– – 0.06% 151
2016
Q1 		$337K Buy
8,264
+532
+7% +$20.2K 0.06% 150
2015
Q4 		$310K Buy
7,732
+248
+3% +$10.1K 0.06% 160
2015
Q3 		$291K Sell
7,484
-256
-3% -$10.6K 0.06% 157
2015
Q2 		$330K Sell
7,740
-100
-1% -$4.35K 0.06% 156
2015
Q1 		$339K Sell
7,840
-300
-4% -$12.8K 0.06% 149
2014
Q4 		$340K Hold
8,140
– – 0.06% 152
2014
Q3 		$322K Sell
8,140
-220
-3% -$8.86K 0.06% 150
2014
Q2 		$340K Sell
8,360
-1,216
-13% -$47.4K 0.07% 149
2014
Q1 		$370K Sell
9,576
-300
-3% -$11.4K 0.07% 146
2013
Q4 		$370K Buy
9,876
+16
+0.2% +$578 0.08% 140
2013
Q3 		$343K Hold
9,860
– – 0.09% 142
2013
Q2 		$320K Buy
+9,860
New +$320K 0.09% 143

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cape Cod Five Cents Savings Bank's IWR Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2025 at 6,907 shares worth $609K. The position accounts for 0.06% of the portfolio, ranked #124.

Cape Cod Five Cents Savings Bank first reported a position in IWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $970K in Q3 2023. 1,521 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • Cape Cod Five Cents Savings Bank held 6,907 shares of iShares Russell Mid-Cap ETF worth $609K as of Q4 2025.
  • Cape Cod Five Cents Savings Bank left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2025.
  • iShares Russell Mid-Cap ETF made up 0.06% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #124 holding.
  • Cape Cod Five Cents Savings Bank first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Cape Cod Five Cents Savings Bank's iShares Russell Mid-Cap ETF position peaked at $970K in Q3 2023.
  • 1,521 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.