Fidelity D&D Bancorp’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Fidelity D&D Bancorp’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	$241K	Hold	2,476	–	–	0.1%	91
2025 Q4	$238K	Hold	2,476	–	–	0.1%	88
2025 Q3	$239K	Hold	2,476	–	–	0.13%	84
2025 Q2	$228K	Sell	2,476 -413	-14%	-$35.7K	0.14%	89
2025 Q1	$246K	Sell	2,889 -16	-0.6%	-$1.43K	0.16%	89
2024 Q4	$257K	Buy	2,905 +16	+0.6%	+$1.45K	0.17%	89
2024 Q3	$255K	Hold	2,889	–	–	0.17%	87
2024 Q2	$234K	Hold	2,889	–	–	0.18%	88
2024 Q1	$243K	Sell	2,889 -974	-25%	-$77.2K	0.18%	87
2023 Q4	$300K	Sell	3,863 -608	-14%	-$43.2K	0.23%	70
2023 Q3	$310K	Buy	+4,471	New	+$326K	0.32%	64
2023 Q1	$243K	Buy	+2,889	New	+$204K	0.18%	87

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

Fidelity D&D Bancorp's IWR Position: Q1 2026 in Review

Fidelity D&D Bancorp held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 2,476 shares worth $241K. The position accounts for 0.1% of the portfolio, ranked #91.

Fidelity D&D Bancorp first reported a position in IWR in Q1 2023 and has held it in 12 quarters since. The position peaked at $310K in Q3 2023. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Fidelity D&D Bancorp held 2,476 shares of iShares Russell Mid-Cap ETF worth $241K as of Q1 2026.
Fidelity D&D Bancorp left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.1% of Fidelity D&D Bancorp's portfolio in Q1 2026, its #91 holding.
Fidelity D&D Bancorp first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 12 quarters since.
Fidelity D&D Bancorp's iShares Russell Mid-Cap ETF position peaked at $310K in Q3 2023.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Fidelity D&D Bancorp's 13F filing for Q1 2026, filed 30 Apr 2026.