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FineMark National Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History

FineMark National Bank & 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
2025
Q4 		$5.88M Sell
61,035
-196
-0.3% -$18.8K 0.18% 110
2025
Q3 		$5.91M Buy
61,231
+726
+1% +$68.8K 0.19% 108
2025
Q2 		$5.56M Buy
60,505
+729
+1% +$63K 0.19% 111
2025
Q1 		$5.09M Sell
59,776
-1,094
-2% -$97.6K 0.19% 111
2024
Q4 		$5.38M Sell
60,870
-787
-1% -$71.4K 0.19% 108
2024
Q3 		$5.43M Sell
61,657
-5,422
-8% -$457K 0.19% 110
2024
Q2 		$5.44M Buy
67,079
+22
+0% +$1.79K 0.2% 108
2024
Q1 		$5.64M Sell
67,057
-1,542
-2% -$122K 0.21% 104
2023
Q4 		$5.33M Buy
68,599
+10
+0% +$710 0.22% 101
2023
Q3 		$4.75M Sell
68,589
-675
-1% -$49.2K 0.21% 106
2023
Q2 		$5.06M Sell
69,264
-3,396
-5% -$236K 0.21% 104
2023
Q1 		$5.08M Sell
72,660
-1,986
-3% -$140K 0.22% 100
2022
Q4 		$5.03M Sell
74,646
-1,457
-2% -$98.2K 0.23% 99
2022
Q3 		$4.73M Sell
76,103
-335
-0.4% -$23K 0.23% 101
2022
Q2 		$4.94M Sell
76,438
-665
-0.9% -$47.3K 0.22% 102
2022
Q1 		$6.02M Sell
77,103
-1,962
-2% -$151K 0.24% 97
2021
Q4 		$6.56M Buy
79,065
+2,013
+3% +$165K 0.25% 90
2021
Q3 		$6.03M Sell
77,052
-3,428
-4% -$275K 0.26% 89
2021
Q2 		$6.38M Buy
80,480
+234
+0.3% +$18.2K 0.26% 87
2021
Q1 		$5.93M Sell
80,246
-1,795
-2% -$130K 0.25% 89
2020
Q4 		$5.62M Sell
82,041
-901
-1% -$57.4K 0.25% 80
2020
Q3 		$4.76M Buy
82,942
+1,712
+2% +$97.5K 0.23% 83
2020
Q2 		$4.35M Sell
81,230
-17,364
-18% -$870K 0.24% 85
2020
Q1 		$4.26M Sell
98,594
-35,405
-26% -$1.95M 0.27% 82
2019
Q4 		$7.99M Buy
133,999
+2,745
+2% +$158K 0.4% 67
2019
Q3 		$7.34M Sell
131,254
-17,293
-12% -$967K 0.39% 66
2019
Q2 		$8.3M Buy
148,547
+3,684
+3% +$202K 0.46% 57
2019
Q1 		$7.82M Sell
144,863
-8,818
-6% -$457K 0.45% 54
2018
Q4 		$7.14M Buy
153,681
+3,673
+2% +$185K 0.48% 55
2018
Q3 		$8.27M Buy
150,008
+15,980
+12% +$876K 0.5% 48
2018
Q2 		$7.11M Buy
134,028
+8,572
+7% +$451K 0.43% 52
2018
Q1 		$6.47M Buy
125,456
+3,684
+3% +$194K 0.41% 58
2017
Q4 		$6.34M Buy
121,772
+2,420
+2% +$123K 0.4% 62
2017
Q3 		$5.88M Buy
119,352
+11,832
+11% +$571K 0.39% 65
2017
Q2 		$5.16M Buy
107,520
+23,992
+29% +$1.14M 0.37% 69
2017
Q1 		$3.91M Sell
83,528
-2,340
-3% -$108K 0.29% 92
2016
Q4 		$3.84M Buy
85,868
+9,200
+12% +$402K 0.31% 81
2016
Q3 		$3.34M Buy
76,668
+3,044
+4% +$132K 0.36% 83
2016
Q2 		$3.1M Sell
73,624
-4,836
-6% -$200K 0.35% 80
2016
Q1 		$3.2M Sell
78,460
-7,216
-8% -$275K 0.38% 73
2015
Q4 		$3.43M Sell
85,676
-16,704
-16% -$681K 0.41% 70
2015
Q3 		$3.98M Sell
102,380
-16,040
-14% -$664K 0.54% 55
2015
Q2 		$5.04M Buy
118,420
+9,424
+9% +$410K 0.66% 43
2015
Q1 		$4.72M Buy
108,996
+6,348
+6% +$270K 0.64% 43
2014
Q4 		$4.29M Buy
102,648
+4,992
+5% +$203K 0.63% 37
2014
Q3 		$3.87M Buy
97,656
+16,660
+21% +$671K 0.62% 41
2014
Q2 		$3.29M Buy
80,996
+8,472
+12% +$330K 0.55% 43
2014
Q1 		$2.81M Buy
72,524
+896
+1% +$34K 0.53% 44
2013
Q4 		$2.69M Buy
71,628
+6,060
+9% +$219K 0.56% 42
2013
Q3 		$2.28M Buy
65,568
+5,820
+10% +$199K 0.57% 39
2013
Q2 		$1.94M Buy
+59,748
New +$1.94M 0.58% 41

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

FineMark National Bank & Trust's IWR Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.32% in Q4 2025, selling an estimated $18.8K and leaving 61,035 shares worth $5.88M. The position accounts for 0.18% of the portfolio, ranked #110.

FineMark National Bank & Trust first reported a position in IWR in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.3M in Q2 2019. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

  • FineMark National Bank & Trust held 61,035 shares of iShares Russell Mid-Cap ETF worth $5.88M as of Q4 2025.
  • FineMark National Bank & Trust sold 196 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $18.8K.
  • iShares Russell Mid-Cap ETF made up 0.18% of FineMark National Bank & Trust's portfolio in Q4 2025, its #110 holding.
  • FineMark National Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • FineMark National Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $8.3M in Q2 2019.
  • 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.