Farmers Trust Company’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Farmers Trust Company’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
2023 Q2	–	Sell	-3,196	Closed	-$223K	–	164
2023 Q1	$223K	Hold	3,196	–	–	0.05%	145
2022 Q4	$216K	Buy	+3,196	New	+$216K	0.05%	153
2022 Q3	–	Sell	-3,196	Closed	-$207K	–	150
2022 Q2	$207K	Sell	3,196 -197	-6%	-$14K	0.05%	146
2022 Q1	$265K	Hold	3,393	–	–	0.06%	140
2021 Q4	$282K	Sell	3,393 -112	-3%	-$9.19K	0.06%	137
2021 Q3	$278K	Hold	3,505	–	–	0.06%	141
2021 Q2	$278K	Sell	3,505 -13	-0.4%	-$1.01K	0.06%	136
2021 Q1	$260K	Hold	3,518	–	–	0.06%	139
2020 Q4	$241K	Hold	3,518	–	–	0.06%	139
2020 Q3	$202K	Buy	+3,518	New	+$200K	0.06%	144

Other funds holding IWR

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Farmers Trust Company's IWR Position: Q2 2023 in Review

Farmers Trust Company sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2023, closing a stake of 3,196 shares — an estimated $223K sold.

Farmers Trust Company first reported a position in IWR in Q3 2020 and held it in 10 quarters. The position peaked at $282K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

Farmers Trust Company reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2023 after selling out during the quarter.
Farmers Trust Company sold 3,196 iShares Russell Mid-Cap ETF shares in Q2 2023, an estimated $223K.
Farmers Trust Company first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and held it in 10 quarters.
Farmers Trust Company's iShares Russell Mid-Cap ETF position peaked at $282K in Q4 2021.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

Based on Farmers Trust Company's 13F filing for Q2 2023, filed 21 Jul 2023.