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Cetera Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cetera Trust Company’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 		$180K Hold
1,635
– – 0.09% 180
2026
Q1 		$159K Hold
1,635
– – 0.09% 179
2025
Q4 		$157K Buy
1,635
+210
+15% +$20.2K 0.08% 176
2025
Q3 		$138K Hold
1,425
– – 0.08% 193
2025
Q2 		$131K Buy
1,425
+675
+90% +$58.3K 0.08% 190
2025
Q1 		$63.8K Hold
750
– – 0.04% 215
2024
Q4 		$66.3K Hold
750
– – 0.04% 211
2024
Q3 		$66.1K Hold
750
– – 0.04% 221
2024
Q2 		$60.8K Hold
750
– – 0.04% 219
2024
Q1 		$63.1K Sell
750
-150
-17% -$11.9K 0.04% 219
2023
Q4 		$70K Buy
+900
New +$63.9K 0.04% 215

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Trust Company's IWR Position: Q2 2026 in Review

Cetera Trust Company held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 1,635 shares worth $180K. The position accounts for 0.09% of the portfolio, ranked #180.

Cetera Trust Company first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Cetera Trust Company held 1,635 shares of iShares Russell Mid-Cap ETF worth $180K as of Q2 2026.
  • Cetera Trust Company left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap ETF made up 0.09% of Cetera Trust Company's portfolio in Q2 2026, its #180 holding.
  • Cetera Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.