CBB
IWR icon

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

Citizens Business 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
Q1 		$63.2M Sell
650,511
-4,127
-0.6% -$412K 10.36% 1
2025
Q4 		$63M Buy
654,638
+3,061
+0.5% +$294K 10.41% 1
2025
Q3 		$62.9M Buy
651,577
+6,458
+1% +$612K 10.5% 1
2025
Q2 		$59.3M Buy
645,119
+18,915
+3% +$1.63M 11.53% 1
2025
Q1 		$53.3M Buy
626,204
+99,246
+19% +$8.85M 11.56% 1
2024
Q4 		$55.4M Sell
526,958
-106,034
-17% -$9.62M 10.35% 1
2024
Q3 		$55.8M Sell
632,992
-36
-0% -$3.03K 11.26% 1
2024
Q2 		$51.3M Sell
633,028
-5,397
-0.8% -$439K 10.85% 1
2024
Q1 		$53.7M Sell
638,425
-5,967
-0.9% -$473K 11.19% 1
2023
Q4 		$50.1M Sell
644,392
-4,452
-0.7% -$316K 11.04% 1
2023
Q3 		$44.9M Sell
648,844
-22,834
-3% -$1.67M 10.56% 1
2023
Q2 		$49.1M Sell
671,678
-14,059
-2% -$978K 10.94% 1
2023
Q1 		$47.9M Sell
685,737
-32,108
-4% -$2.27M 11.04% 1
2022
Q4 		$48.4M Sell
717,845
-9,332
-1% -$629K 11.08% 1
2022
Q3 		$45.2M Buy
727,177
+507
+0.1% +$34.9K 11.02% 1
2022
Q2 		$47M Buy
726,670
+9,201
+1% +$655K 6.68% 1
2022
Q1 		$56M Buy
717,469
+70,491
+11% +$5.43M 6.76% 1
2021
Q4 		$53.7M Buy
646,978
+125
+0% +$10.3K 6.58% 1
2021
Q3 		$50.6M Buy
646,853
+3,524
+0.5% +$282K 6.73% 1
2021
Q2 		$51M Buy
643,329
+4,239
+0.7% +$329K 6.7% 1
2021
Q1 		$47.2M Sell
639,090
-8,587
-1% -$621K 6.63% 1
2020
Q4 		$44.4M Sell
647,677
-19,394
-3% -$1.24M 6.54% 1
2020
Q3 		$38.3M Buy
667,071
+33,932
+5% +$1.93M 6.51% 1
2020
Q2 		$33.9M Buy
633,139
+130,165
+26% +$6.52M 5.99% 1
2020
Q1 		$21.7M Buy
502,974
+19,132
+4% +$1.05M 4.47% 2
2019
Q4 		$28.8M Buy
483,842
+8,749
+2% +$502K 4.76% 2
2019
Q3 		$26.6M Buy
475,093
+4,361
+0.9% +$244K 4.38% 2
2019
Q2 		$26.3M Sell
470,732
-4,177
-0.9% -$229K 4.35% 2
2019
Q1 		$25.6M Buy
474,909
+7,346
+2% +$381K 4.42% 2
2018
Q4 		$21.7M Buy
467,563
+12,123
+3% +$612K 4.18% 2
2018
Q3 		$6.28M Sell
455,440
-6,716
-1% -$368K 1.05% 20
2018
Q2 		$6.13M Buy
462,156
+5,728
+1% +$302K 1.06% 21
2018
Q1 		$5.89M Buy
456,428
+450,596
+7,726% +$23.7M 1.03% 22
2017
Q4 		$303K Hold
5,832
– – 0.05% 244
2017
Q3 		$287K Hold
5,832
– – 0.05% 246
2017
Q2 		$280K Hold
5,832
– – 0.05% 248
2017
Q1 		$273K Hold
5,832
– – 0.05% 244
2016
Q4 		$261K Hold
5,832
– – 0.05% 239
2016
Q3 		$254K Sell
5,832
-1,964
-25% -$85.1K 0.05% 246
2016
Q2 		$328K Hold
7,796
– – 0.06% 226
2016
Q1 		$318K Sell
7,796
-1,932
-20% -$73.5K 0.06% 233
2015
Q4 		$390K Sell
9,728
-8,188
-46% -$334K 0.08% 205
2015
Q3 		$697K Sell
17,916
-1,348
-7% -$55.8K 0.13% 167
2015
Q2 		$820K Sell
19,264
-2,220
-10% -$96.5K 0.14% 159
2015
Q1 		$930K Buy
21,484
+2,320
+12% +$98.6K 0.16% 148
2014
Q4 		$800K Buy
19,164
+7,532
+65% +$306K 0.15% 167
2014
Q3 		$460K Buy
11,632
+3,328
+40% +$134K 0.09% 221
2014
Q2 		$337K Buy
8,304
+4
+0% +$156 0.06% 248
2014
Q1 		$321K Buy
+8,300
New +$315K 0.06% 244

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

Citizens Business Bank's IWR Position: Q1 2026 in Review

Citizens Business Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.63% in Q1 2026, selling an estimated $412K and leaving 650,511 shares worth $63.2M. The position accounts for 10.36% of the portfolio, ranked #1.

Citizens Business Bank first reported a position in IWR in Q1 2014 and has held it in 49 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Citizens Business Bank held 650,511 shares of iShares Russell Mid-Cap ETF worth $63.2M as of Q1 2026.
  • Citizens Business Bank sold 4,127 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $412K.
  • iShares Russell Mid-Cap ETF made up 10.36% of Citizens Business Bank's portfolio in Q1 2026, its #1 holding.
  • Citizens Business Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 49 quarters since.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Citizens Business Bank's 13F filing for Q1 2026, filed 1 May 2026.