Cornerstone National Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Cornerstone National Bank & Trust’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	$15.5K	Hold	141	–	–	0.01%	175
2026 Q1	$13.8K	Hold	141	–	–	0.01%	164
2025 Q4	$13.6K	Hold	141	–	–	0.01%	144
2025 Q3	$13.6K	Hold	141	–	–	0.01%	138
2025 Q2	$13K	Hold	141	–	–	0.01%	136
2025 Q1	$12K	Hold	141	–	–	0.01%	136
2024 Q4	$12.5K	Hold	141	–	–	0.01%	129
2024 Q3	$12.4K	Buy	+141	New	+$11.9K	0.01%	130

Other funds holding IWR

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cornerstone National Bank & Trust's IWR Position: Q2 2026 in Review

Cornerstone National Bank & Trust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 141 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #175.

Cornerstone National Bank & Trust first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 810 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Cornerstone National Bank & Trust held 141 shares of iShares Russell Mid-Cap ETF worth $15.5K as of Q2 2026.
Cornerstone National Bank & Trust left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.01% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #175 holding.
Cornerstone National Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.