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

Community 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
2023 Q2	–	Sell	-1,774	Closed	-$124K	–	449
2023 Q1	$124K	Hold	1,774	–	–	0.02%	231
2022 Q4	$120K	Hold	1,774	–	–	0.02%	239
2022 Q3	$110K	Hold	1,774	–	–	0.02%	238
2022 Q2	$115K	Hold	1,774	–	–	0.02%	241
2022 Q1	$138K	Sell	1,774 -242	-12%	-$18.6K	0.02%	243
2021 Q4	$167K	Hold	2,016	–	–	0.02%	246
2021 Q3	$158K	Hold	2,016	–	–	0.02%	248
2021 Q2	$160K	Hold	2,016	–	–	0.02%	249
2021 Q1	$149K	Buy	2,016 +242	+14%	+$17.5K	0.02%	250
2020 Q4	$122K	Buy	+1,774	New	+$113K	0.02%	261
2020 Q1	–	Sell	-580	Closed	-$35K	–	423
2019 Q4	$35K	Hold	580	–	–	0.01%	299
2019 Q3	$32K	Hold	580	–	–	0.01%	292
2019 Q2	$32K	Hold	580	–	–	0.01%	298
2019 Q1	$31K	Hold	580	–	–	0.01%	296
2018 Q4	$27K	Hold	580	–	–	0.01%	298
2018 Q3	$32K	Hold	580	–	–	0.01%	311
2018 Q2	$31K	Hold	580	–	–	0.01%	308
2018 Q1	$30K	Hold	580	–	–	0.01%	320
2017 Q4	$30K	Buy	+580	New	+$29.4K	﹤0.01%	419

Other funds holding IWR

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

Community Bank's IWR Position: Q2 2023 in Review

Community Bank sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 1,774 shares — an estimated $124K sold.

Community Bank first reported a position in IWR in Q4 2017 and held it in 19 quarters. The position peaked at $167K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Community Bank reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Community Bank sold 1,774 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $124K.
Community Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 19 quarters.
Community Bank's iShares Russell Mid-Cap ETF position peaked at $167K in Q4 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Community Bank's 13F filing for Q2 2023, filed 1 Aug 2023.