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

First 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
2026 Q2	$325K	Hold	2,943	–	–	0.05%	209
2026 Q1	$286K	Hold	2,943	–	–	0.05%	206
2025 Q4	$283K	Sell	2,943 -139	-5%	-$13.4K	0.05%	216
2025 Q3	$298K	Buy	3,082 +139	+5%	+$13.2K	0.05%	204
2025 Q2	$271K	Hold	2,943	–	–	0.05%	199
2025 Q1	$250K	Hold	2,943	–	–	0.05%	197
2024 Q4	$260K	Hold	2,943	–	–	0.05%	196
2024 Q3	$259K	Hold	2,943	–	–	0.05%	201
2024 Q2	$239K	Hold	2,943	–	–	0.05%	194
2024 Q1	$247K	Hold	2,943	–	–	0.05%	198
2023 Q4	$229K	Hold	2,943	–	–	0.06%	176
2023 Q3	$204K	Hold	2,943	–	–	0.05%	184
2023 Q2	$215K	Hold	2,943	–	–	0.05%	181
2023 Q1	$206K	Buy	+2,943	New	+$208K	0.05%	184
2022 Q2	–	Sell	-2,943	Closed	-$230K	–	522
2022 Q1	$230K	Hold	2,943	–	–	0.07%	169
2021 Q4	$244K	Hold	2,943	–	–	0.1%	165
2021 Q3	$230K	Hold	2,943	–	–	0.11%	158
2021 Q2	$233K	Buy	+2,943	New	+$228K	0.11%	152

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Bank & Trust's IWR Position: Q2 2026 in Review

First Bank & Trust held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,943 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #209.

First Bank & Trust first reported a position in IWR in Q2 2021 and has held it in 18 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

First Bank & Trust held 2,943 shares of iShares Russell Mid-Cap ETF worth $325K as of Q2 2026.
First Bank & Trust left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.05% of First Bank & Trust's portfolio in Q2 2026, its #209 holding.
First Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2021 and has held it in 18 quarters since.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on First Bank & Trust's 13F filing for Q2 2026, filed 9 Jul 2026.