City Holding Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

City Holding Co’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	$7.23M	Sell	65,503 -2,511	-4%	-$264K	0.82%	37
2026 Q1	$6.61M	Sell	68,014 -1,740	-2%	-$174K	0.83%	36
2025 Q4	$6.72M	Sell	69,754 -387	-0.6%	-$37.2K	0.83%	31
2025 Q3	$6.77M	Sell	70,141 -4,142	-6%	-$393K	0.85%	31
2025 Q2	$6.83M	Buy	74,283 +108	+0.1%	+$9.33K	0.89%	28
2025 Q1	$6.31M	Buy	74,175 +1,270	+2%	+$113K	0.89%	30
2024 Q4	$6.44M	Buy	72,905 +6,183	+9%	+$561K	0.91%	24
2024 Q3	$5.88M	Buy	66,722 +1,698	+3%	+$143K	0.82%	31
2024 Q2	$5.27M	Buy	65,024 +68	+0.1%	+$5.54K	0.78%	32
2024 Q1	$5.46M	Sell	64,956 -211	-0.3%	-$16.7K	0.82%	31
2023 Q4	$5.06M	Sell	65,167 -3,531	-5%	-$251K	0.82%	30
2023 Q3	$4.76M	Buy	68,698 +752	+1%	+$54.9K	0.85%	32
2023 Q2	$4.96M	Buy	67,946 +2,020	+3%	+$141K	0.85%	29
2023 Q1	$4.61M	Buy	65,926 +3,319	+5%	+$234K	0.83%	33
2022 Q4	$4.22M	Sell	62,607 -145	-0.2%	-$9.78K	0.79%	38
2022 Q3	$3.9M	Sell	62,752 -586	-0.9%	-$40.3K	0.77%	37
2022 Q2	$4.09M	Sell	63,338 -1,613	-2%	-$115K	0.77%	38
2022 Q1	$5.07M	Sell	64,951 -85	-0.1%	-$6.54K	0.82%	35
2021 Q4	$4.96M	Sell	65,036 -3,470	-5%	-$285K	0.83%	36
2021 Q3	$5.36M	Buy	68,506 +170	+0.2%	+$13.6K	0.92%	31
2021 Q2	$5.42M	Sell	68,336 -1,165	-2%	-$90.4K	0.95%	30
2021 Q1	$5.14M	Buy	69,501 +985	+1%	+$71.2K	0.98%	29
2020 Q4	$4.7M	Sell	68,516 -366	-0.5%	-$23.3K	0.98%	29
2020 Q3	$3.95M	Buy	68,882 +3,646	+6%	+$208K	0.9%	32
2020 Q2	$3.5M	Buy	65,236 +1,255	+2%	+$62.9K	0.87%	34
2020 Q1	$2.76M	Buy	63,981 +1,332	+2%	+$73.3K	0.83%	37
2019 Q4	$3.73M	Buy	62,649 +2,435	+4%	+$140K	0.89%	35
2019 Q3	$3.37M	Buy	60,214 +4,948	+9%	+$277K	0.87%	34
2019 Q2	$3.09M	Buy	55,266 +2,965	+6%	+$163K	0.84%	35
2019 Q1	$2.82M	Buy	52,301 +735	+1%	+$38.1K	0.8%	40
2018 Q4	$2.4M	Buy	51,566 +1,370	+3%	+$69.1K	0.78%	41
2018 Q3	$2.77M	Buy	50,196 +560	+1%	+$30.7K	0.79%	42
2018 Q2	$2.63M	Sell	49,636 -580	-1%	-$30.5K	0.81%	42
2018 Q1	$2.59M	Buy	50,216 +940	+2%	+$49.5K	0.83%	41
2017 Q4	$2.56M	Buy	49,276 +5,780	+13%	+$293K	0.81%	44
2017 Q3	$2.14M	Buy	43,496 +3,340	+8%	+$161K	0.72%	52
2017 Q2	$1.93M	Buy	40,156 +1,540	+4%	+$73K	0.68%	52
2017 Q1	$1.81M	Buy	38,616 +880	+2%	+$40.8K	0.68%	46
2016 Q4	$1.69M	Sell	37,736 -740	-2%	-$32.4K	0.66%	48
2016 Q3	$1.68M	Sell	38,476 -460	-1%	-$19.9K	0.73%	43
2016 Q2	$1.64M	Buy	38,936 +240	+0.6%	+$9.91K	0.73%	44
2016 Q1	$1.58M	Sell	38,696 -1,280	-3%	-$48.7K	0.79%	38
2015 Q4	$1.6M	Buy	39,976 +5,396	+16%	+$220K	0.82%	37
2015 Q3	$1.34M	Buy	34,580 +440	+1%	+$18.2K	0.73%	47
2015 Q2	$1.45M	Buy	34,140 +2,720	+9%	+$118K	0.74%	49
2015 Q1	$1.36M	Buy	31,420 +2,460	+8%	+$105K	0.69%	56
2014 Q4	$1.21M	Sell	28,960 -300	-1%	-$12.2K	0.63%	60
2014 Q3	$1.16M	Buy	29,260 +5,860	+25%	+$236K	0.64%	60
2014 Q2	$918K	Buy	23,400 +6,180	+36%	+$241K	0.53%	72
2014 Q1	$666K	Buy	17,220 +520	+3%	+$19.7K	0.41%	85
2013 Q4	$626K	Buy	+16,700	New	+$604K	0.39%	85

Other funds holding IWR

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return