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

Fiduciary 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 		$2.12M Sell
21,809
-416
-2% -$41.6K 0.03% 272
2025
Q4 		$2.14M Buy
22,225
+894
+4% +$86K 0.02% 271
2025
Q3 		$2.06M Hold
21,331
– – 0.02% 278
2025
Q2 		$1.96M Sell
21,331
-690
-3% -$59.6K 0.02% 284
2025
Q1 		$1.87M Buy
22,021
+136
+0.6% +$12.1K 0.02% 285
2024
Q4 		$1.93M Sell
21,885
-833
-4% -$75.6K 0.03% 267
2024
Q3 		$2M Hold
22,718
– – 0.03% 263
2024
Q2 		$1.84M Buy
22,718
+985
+5% +$80.2K 0.03% 254
2024
Q1 		$1.83M Sell
21,733
-900
-4% -$71.3K 0.03% 259
2023
Q4 		$1.76M Sell
22,633
-2,759
-11% -$196K 0.03% 261
2023
Q3 		$1.76M Sell
25,392
-224
-0.9% -$16.3K 0.03% 244
2023
Q2 		$1.87M Sell
25,616
-1,375
-5% -$95.6K 0.03% 241
2023
Q1 		$1.89M Sell
26,991
-1,730
-6% -$122K 0.04% 236
2022
Q4 		$1.94M Buy
28,721
+13
+0% +$877 0.04% 241
2022
Q3 		$1.78M Hold
28,708
– – 0.04% 247
2022
Q2 		$1.86M Hold
28,708
– – 0.04% 243
2022
Q1 		$2.24M Sell
28,708
-948
-3% -$73K 0.04% 237
2021
Q4 		$2.46M Sell
29,656
-654
-2% -$53.7K 0.04% 226
2021
Q3 		$2.37M Sell
30,310
-1,930
-6% -$155K 0.04% 221
2021
Q2 		$2.56M Buy
32,240
+6,069
+23% +$471K 0.05% 214
2021
Q1 		$1.93M Sell
26,171
-440
-2% -$31.8K 0.04% 239
2020
Q4 		$1.82M Sell
26,611
-864
-3% -$55K 0.04% 247
2020
Q3 		$1.58M Sell
27,475
-13,774
-33% -$784K 0.04% 240
2020
Q2 		$2.21M Buy
41,249
+5,529
+15% +$277K 0.05% 205
2020
Q1 		$1.54M Buy
35,720
+15,748
+79% +$867K 0.04% 218
2019
Q4 		$1.19M Buy
19,972
+600
+3% +$34.4K 0.03% 260
2019
Q3 		$1.08M Buy
19,372
+2,380
+14% +$133K 0.03% 263
2019
Q2 		$949K Buy
16,992
+3,200
+23% +$176K 0.02% 265
2019
Q1 		$744K Sell
13,792
-304
-2% -$15.7K 0.02% 289
2018
Q4 		$655K Hold
14,096
– – 0.02% 289
2018
Q3 		$777K Hold
14,096
– – 0.02% 291
2018
Q2 		$748K Hold
14,096
– – 0.02% 284
2018
Q1 		$727K Buy
14,096
+60
+0.4% +$3.16K 0.02% 280
2017
Q4 		$730K Hold
14,036
– – 0.02% 285
2017
Q3 		$692K Sell
14,036
-1,920
-12% -$92.7K 0.02% 293
2017
Q2 		$766K Hold
15,956
– – 0.02% 284
2017
Q1 		$747K Hold
15,956
– – 0.02% 288
2016
Q4 		$713K Hold
15,956
– – 0.02% 294
2016
Q3 		$695K Hold
15,956
– – 0.02% 306
2016
Q2 		$671K Hold
15,956
– – 0.02% 309
2016
Q1 		$650K Sell
15,956
-312
-2% -$11.9K 0.02% 312
2015
Q4 		$651K Sell
16,268
-968
-6% -$39.5K 0.03% 270
2015
Q3 		$670K Hold
17,236
– – 0.03% 257
2015
Q2 		$734K Sell
17,236
-288
-2% -$12.5K 0.03% 239
2015
Q1 		$758K Hold
17,524
– – 0.03% 233
2014
Q4 		$732K Buy
17,524
+4,400
+34% +$179K 0.03% 234
2014
Q3 		$519K Buy
13,124
+436
+3% +$17.6K 0.02% 237
2014
Q2 		$516K Buy
12,688
+1,480
+13% +$57.7K 0.02% 239
2014
Q1 		$434K Hold
11,208
– – 0.02% 245
2013
Q4 		$421K Buy
+11,208
New +$405K 0.02% 240
2013
Q3 		– Sell
-6,520
Closed -$212K – 312
2013
Q2 		$212K Buy
+6,520
New +$211K 0.01% 285

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

Fiduciary Trust's IWR Position: Q1 2026 in Review

Fiduciary Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 1.9% in Q1 2026, selling an estimated $41.6K and leaving 21,809 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #272.

Fiduciary Trust first reported a position in IWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $2.56M in Q2 2021. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Fiduciary Trust held 21,809 shares of iShares Russell Mid-Cap ETF worth $2.12M as of Q1 2026.
  • Fiduciary Trust sold 416 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $41.6K.
  • iShares Russell Mid-Cap ETF made up 0.03% of Fiduciary Trust's portfolio in Q1 2026, its #272 holding.
  • Fiduciary Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Fiduciary Trust's iShares Russell Mid-Cap ETF position peaked at $2.56M in Q2 2021.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.