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

Eastern 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
2026 Q2	$1.97M	Sell	17,827 -1,963	-10%	-$206K	0.03%	163
2026 Q1	$1.92M	Sell	19,790 -2,500	-11%	-$250K	0.03%	171
2025 Q4	$2.15M	Sell	22,290 -10,209	-31%	-$982K	0.04%	147
2025 Q3	$3.14M	Sell	32,499 -100	-0.3%	-$9.48K	0.06%	125
2025 Q2	$3M	Buy	32,599 +12,735	+64%	+$1.1M	0.06%	125
2025 Q1	$1.69M	Sell	19,864 -668	-3%	-$59.6K	0.03%	167
2024 Q4	$1.82M	Sell	20,532 -247	-1%	-$22.4K	0.03%	170
2024 Q3	$1.83M	Buy	20,779 +6,642	+47%	+$560K	0.03%	182
2024 Q2	$1.15M	Sell	14,137 -8,105	-36%	-$660K	0.05%	131
2024 Q1	$1.87M	Sell	22,242 -307,237	-93%	-$24.3M	0.08%	118
2023 Q4	$25.6M	Buy	329,479 +8,770	+3%	+$623K	1.16%	30
2023 Q3	$22.2M	Buy	320,709 +1,619	+0.5%	+$118K	1.1%	30
2023 Q2	$23.3M	Sell	319,090 -1,293	-0.4%	-$89.9K	1.11%	30
2023 Q1	$22.4M	Buy	320,383 +13,472	+4%	+$951K	1.13%	28
2022 Q4	$20.7M	Sell	306,911 -23,334	-7%	-$1.57M	1.1%	37
2022 Q3	$20.5M	Sell	330,245 -18,792	-5%	-$1.29M	1.17%	32
2022 Q2	$22.6M	Sell	349,037 -144,576	-29%	-$10.3M	1.2%	32
2022 Q1	$38.5M	Buy	493,613 +490,097	+13,939%	+$37.7M	1.79%	11
2021 Q4	$292K	Sell	3,516 -370	-10%	-$30.4K	0.01%	184
2021 Q3	$304K	Hold	3,886	–	–	0.01%	172
2021 Q2	$308K	Buy	3,886 +870	+29%	+$67.5K	0.02%	170
2021 Q1	$223K	Hold	3,016	–	–	0.01%	176
2020 Q4	$207K	Buy	+3,016	New	+$192K	0.01%	180

Other funds holding IWR

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

ANB

Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

PFM

Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Eastern Bank's IWR Position: Q2 2026 in Review

Eastern Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 9.9% in Q2 2026, selling an estimated $206K and leaving 17,827 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #163.

Eastern Bank first reported a position in IWR in Q4 2020 and has held it in 23 quarters since. The position peaked at $38.5M in Q1 2022. 305 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Eastern Bank held 17,827 shares of iShares Russell Mid-Cap ETF worth $1.97M as of Q2 2026.
Eastern Bank sold 1,963 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $206K.
iShares Russell Mid-Cap ETF made up 0.03% of Eastern Bank's portfolio in Q2 2026, its #163 holding.
Eastern Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2020 and has held it in 23 quarters since.
Eastern Bank's iShares Russell Mid-Cap ETF position peaked at $38.5M in Q1 2022.
305 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.