Dorsey & Whitney Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Dorsey & Whitney 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 Q1	$6.41M	Buy	65,903 +3,160	+5%	+$316K	0.35%	64
2025 Q4	$6.04M	Buy	62,743 +1,272	+2%	+$122K	0.32%	69
2025 Q3	$5.94M	Hold	61,471	–	–	0.31%	73
2025 Q2	$5.65M	Buy	61,471 +9,945	+19%	+$859K	0.3%	77
2025 Q1	$4.38M	Sell	51,526 -1,073	-2%	-$95.7K	0.25%	92
2024 Q4	$4.65M	Buy	52,599 +35,078	+200%	+$3.18M	0.26%	92
2024 Q3	$1.54M	Hold	17,521	–	–	0.08%	196
2024 Q2	$1.42M	Hold	17,521	–	–	0.1%	170
2024 Q1	$1.47M	Buy	17,521 +57	+0.3%	+$4.52K	0.1%	170
2023 Q4	$1.36M	Buy	17,464 +1,579	+10%	+$112K	0.1%	176
2023 Q3	$1.1M	Hold	15,885	–	–	0.1%	188
2023 Q2	$1.16M	Sell	15,885 -805	-5%	-$56K	0.1%	194
2023 Q1	$1.17M	Sell	16,690 -2,500	-13%	-$177K	0.11%	178
2022 Q4	$1.29M	Sell	19,190 -2,150	-10%	-$145K	0.13%	157
2022 Q3	$1.33M	Buy	21,340 +16,042	+303%	+$1.1M	0.14%	147
2022 Q2	$342K	Buy	5,298 +253	+5%	+$18K	0.03%	367
2022 Q1	$394K	Hold	5,045	–	–	0.03%	349
2021 Q4	$419K	Sell	5,045 -300	-6%	-$24.6K	0.04%	334
2021 Q3	$418K	Hold	5,345	–	–	0.04%	322
2021 Q2	$423K	Hold	5,345	–	–	0.04%	315
2021 Q1	$395K	Hold	5,345	–	–	0.04%	327
2020 Q4	$367K	Buy	+5,345	New	+$340K	0.04%	299
2020 Q1	–	Sell	-3,760	Closed	-$224K	–	434
2019 Q4	$224K	Buy	+3,760	New	+$216K	0.03%	392
2019 Q3	–	Sell	-13,960	Closed	-$780K	–	437
2019 Q2	$780K	Hold	13,960	–	–	0.12%	155
2019 Q1	$753K	Sell	13,960 -880	-6%	-$45.6K	0.12%	153
2018 Q4	$690K	Buy	14,840 +2,000	+16%	+$101K	0.12%	149
2018 Q3	$708K	Hold	12,840	–	–	0.11%	152
2018 Q2	$681K	Hold	12,840	–	–	0.12%	149
2018 Q1	$663K	Hold	12,840	–	–	0.12%	138
2017 Q4	$668K	Hold	12,840	–	–	0.12%	132
2017 Q3	$633K	Sell	12,840 -1,256	-9%	-$60.6K	0.13%	133
2017 Q2	$677K	Sell	14,096 -3,064	-18%	-$145K	0.13%	126
2017 Q1	$803K	Hold	17,160	–	–	0.16%	110
2016 Q4	$767K	Sell	17,160 -540	-3%	-$23.6K	0.17%	103
2016 Q3	$772K	Sell	17,700 -1,656	-9%	-$71.8K	0.18%	107
2016 Q2	$815K	Buy	19,356 +2,396	+14%	+$98.9K	0.19%	100
2016 Q1	$691K	Buy	16,960 +660	+4%	+$25.1K	0.17%	106
2015 Q4	$653K	Buy	+16,300	New	+$664K	0.17%	105
2014 Q1	–	Sell	-9,100	Closed	-$341K	–	263
2013 Q4	$341K	Hold	9,100	–	–	0.09%	173
2013 Q3	$316K	Hold	9,100	–	–	0.09%	169
2013 Q2	$296K	Buy	+9,100	New	+$295K	0.1%	158

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 $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Dorsey & Whitney Trust's IWR Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its iShares Russell Mid-Cap ETF (IWR) stake by 5% in Q1 2026, buying an estimated $316K and bringing the position to 65,903 shares worth $6.41M. The position accounts for 0.35% of the portfolio, ranked #64.

Dorsey & Whitney Trust first reported a position in IWR in Q2 2013 and has held it in 41 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Dorsey & Whitney Trust held 65,903 shares of iShares Russell Mid-Cap ETF worth $6.41M as of Q1 2026.
Dorsey & Whitney Trust bought 3,160 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $316K.
iShares Russell Mid-Cap ETF made up 0.35% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #64 holding.
Dorsey & Whitney Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 41 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.