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

Country Club 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
2025 Q3	$4.25M	Sell	43,999 -6,910	-14%	-$655K	0.25%	103
2025 Q2	$4.66M	Sell	50,909 -781	-2%	-$67.5K	0.29%	93
2025 Q1	$4.37M	Hold	51,690	–	–	0.29%	89
2024 Q4	$4.57M	Sell	51,690 -2,636	-5%	-$239K	0.31%	84
2024 Q3	$4.78M	Sell	54,326 -95	-0.2%	-$8K	0.32%	81
2024 Q2	$4.41M	Buy	54,421 +275	+0.5%	+$22.4K	0.31%	83
2024 Q1	$4.55M	Buy	54,146 +6,480	+14%	+$513K	0.32%	82
2023 Q4	$3.73M	Buy	47,666 +100	+0.2%	+$7.1K	0.28%	95
2023 Q3	$3.3M	Sell	47,566 -950	-2%	-$69.3K	0.27%	102
2023 Q2	$3.51M	Sell	48,516 -615	-1%	-$42.8K	0.28%	101
2023 Q1	$3.38M	Hold	49,131	–	–	0.28%	91
2022 Q4	$3.31M	Sell	49,131 -12,195	-20%	-$822K	0.29%	89
2022 Q3	$3.84M	Sell	61,326 -365	-0.6%	-$25.1K	0.37%	81
2022 Q2	$4.03M	Buy	+61,691	New	+$4.39M	0.37%	79

Other funds holding IWR

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Country Club Bank's IWR Position: Q3 2025 in Review

Country Club Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 14% in Q3 2025, selling an estimated $655K and leaving 43,999 shares worth $4.25M. The position accounts for 0.25% of the portfolio, ranked #103.

Country Club Bank first reported a position in IWR in Q2 2022 and has held it in 14 quarters since. The position peaked at $4.78M in Q3 2024. 1,427 funds tracked by Wall St. Rank hold IWR as of Q3 2025.

Country Club Bank held 43,999 shares of iShares Russell Mid-Cap ETF worth $4.25M as of Q3 2025.
Country Club Bank sold 6,910 iShares Russell Mid-Cap ETF shares in Q3 2025, an estimated $655K.
iShares Russell Mid-Cap ETF made up 0.25% of Country Club Bank's portfolio in Q3 2025, its #103 holding.
Country Club Bank first reported a position in iShares Russell Mid-Cap ETF in Q2 2022 and has held it in 14 quarters since.
Country Club Bank's iShares Russell Mid-Cap ETF position peaked at $4.78M in Q3 2024.
1,427 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2025.

Based on Country Club Bank's 13F filing for Q3 2025, filed 8 Oct 2025.