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Culbertson A N & Co’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Culbertson A N & 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
Q1 		$16M Sell
164,662
-3,276
-2% -$327K 2.08% 12
2025
Q4 		$16.2M Sell
167,938
-1,950
-1% -$187K 2.22% 10
2025
Q3 		$16.4M Sell
169,888
-28
-0% -$2.65K 2.32% 9
2025
Q2 		$15.6M Sell
169,916
-1,335
-0.8% -$115K 2.4% 8
2025
Q1 		$14.6M Sell
171,251
-455
-0.3% -$40.6K 2.33% 7
2024
Q4 		$15.2M Sell
171,706
-32
-0% -$2.9K 2.41% 6
2024
Q3 		$15.1M Sell
171,738
-1,051
-0.6% -$88.6K 2.44% 6
2024
Q2 		$14M Sell
172,789
-2,725
-2% -$222K 2.45% 5
2024
Q1 		$14.8M Buy
175,514
+2,145
+1% +$170K 2.55% 6
2023
Q4 		$13.5M Sell
173,369
-855
-0.5% -$60.7K 2.51% 5
2023
Q3 		$12.1M Sell
174,224
-1,980
-1% -$144K 2.42% 5
2023
Q2 		$12.9M Buy
176,204
+237
+0.1% +$16.5K 2.49% 5
2023
Q1 		$12.3M Sell
175,967
-320
-0.2% -$22.6K 2.51% 5
2022
Q4 		$11.9M Sell
176,287
-155
-0.1% -$10.5K 2.5% 7
2022
Q3 		$11M Sell
176,442
-810
-0.5% -$55.7K 2.54% 6
2022
Q2 		$11.5M Buy
177,252
+386
+0.2% +$27.5K 2.49% 7
2022
Q1 		$13.8M Buy
176,866
+4,905
+3% +$378K 2.6% 5
2021
Q4 		$14.3M Sell
171,961
-2,914
-2% -$239K 2.69% 5
2021
Q3 		$13.7M Sell
174,875
-200
-0.1% -$16K 2.8% 5
2021
Q2 		$13.9M Sell
175,075
-140
-0.1% -$10.9K 2.89% 5
2021
Q1 		$13M Sell
175,215
-1,364
-0.8% -$98.6K 2.85% 5
2020
Q4 		$12.1M Buy
176,579
+2,073
+1% +$132K 2.88% 5
2020
Q3 		$10M Sell
174,506
-3,469
-2% -$197K 2.64% 7
2020
Q2 		$9.54M Sell
177,975
-585
-0.3% -$29.3K 2.62% 7
2020
Q1 		$7.71M Sell
178,560
-332
-0.2% -$18.3K 2.49% 8
2019
Q4 		$10.7M Sell
178,892
-6,992
-4% -$401K 2.75% 5
2019
Q3 		$10.4M Buy
185,884
+2,417
+1% +$135K 2.84% 5
2019
Q2 		$10.3M Sell
183,467
-1,055
-0.6% -$57.9K 2.85% 5
2019
Q1 		$9.96M Sell
184,522
-5,812
-3% -$301K 2.87% 6
2018
Q4 		$8.85M Sell
190,334
-4,682
-2% -$236K 2.82% 6
2018
Q3 		$10.8M Sell
195,016
-1,352
-0.7% -$74.1K 2.93% 5
2018
Q2 		$10.4M Sell
196,368
-2,192
-1% -$115K 3.1% 5
2018
Q1 		$10.2M Sell
198,560
-9,280
-4% -$489K 3.07% 5
2017
Q4 		$10.8M Sell
207,840
-504
-0.2% -$25.6K 3.05% 4
2017
Q3 		$10.3M Sell
208,344
-2,672
-1% -$129K 3.13% 4
2017
Q2 		$10.1M Sell
211,016
-2,736
-1% -$130K 3.21% 4
2017
Q1 		$10M Sell
213,752
-5,208
-2% -$241K 3.26% 4
2016
Q4 		$9.79M Sell
218,960
-3,480
-2% -$152K 3.33% 3
2016
Q3 		$9.69M Sell
222,440
-1,944
-0.9% -$84.3K 3.45% 2
2016
Q2 		$9.44M Sell
224,384
-1,320
-0.6% -$54.5K 3.49% 3
2016
Q1 		$9.19M Buy
225,704
+88
+0% +$3.35K 3.57% 3
2015
Q4 		$9.04M Buy
225,616
+8,632
+4% +$352K 3.57% 3
2015
Q3 		$8.44M Buy
216,984
+17,924
+9% +$742K 3.56% 3
2015
Q2 		$8.47M Buy
199,060
+6,836
+4% +$297K 3.3% 4
2015
Q1 		$8.32M Buy
192,224
+5,488
+3% +$233K 3.31% 4
2014
Q4 		$7.8M Sell
186,736
-696
-0.4% -$28.3K 3.22% 4
2014
Q3 		$7.42M Sell
187,432
-480
-0.3% -$19.3K 3.19% 3
2014
Q2 		$7.64M Sell
187,912
-6,416
-3% -$250K 3.32% 3
2014
Q1 		$7.52M Sell
194,328
-360
-0.2% -$13.6K 3.5% 3
2013
Q4 		$7.3M Sell
194,688
-992
-0.5% -$35.9K 3.55% 3
2013
Q3 		$6.8M Sell
195,680
-456
-0.2% -$15.6K 3.64% 2
2013
Q2 		$6.37M Buy
+196,136
New +$6.36M 3.58% 3

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

Culbertson A N & Co's IWR Position: Q1 2026 in Review

Culbertson A N & Co reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2% in Q1 2026, selling an estimated $327K and leaving 164,662 shares worth $16M. The position accounts for 2.08% of the portfolio, ranked #12.

Culbertson A N & Co first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $16.4M in Q3 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Culbertson A N & Co held 164,662 shares of iShares Russell Mid-Cap ETF worth $16M as of Q1 2026.
  • Culbertson A N & Co sold 3,276 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $327K.
  • iShares Russell Mid-Cap ETF made up 2.08% of Culbertson A N & Co's portfolio in Q1 2026, its #12 holding.
  • Culbertson A N & Co first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Culbertson A N & Co's iShares Russell Mid-Cap ETF position peaked at $16.4M in Q3 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.